Instructional Video for Administrators: Enabling Users on CleanEnter/ActivePrime Search
Instructional Video: Configuring Users in CleanEnter or ActivePrime Search
Instructional Video: Training for ActivePrime Search Configuration Manager
How to use ActivePrime Search
ActivePrime Search can be found in the Oracle CRM On Demand action bar.
To search for your records, simply enter your search terms, select the type of records to search for (Account, Contact, or Lead), and click Go!
Your search results will be displayed on screen. Each search result will have a match score indicating how close of a match it is to your original search term. Click View next to any record to see detailed information. You can click Go Back to return to the search results list.
When you have identified your target record, click Use to open its detail page in Oracle CRM On Demand.
If you are not satisfied with your search results, you can modify your search terms and search again. You may also refine your search results by adding search terms for any of the fields listed on screen.