Entering or Updating a Contact's Interests
The Interests window lets you record the business interests of a contact as they relate to your company. These may be products or product lines, specific technologies, or any unique offering your company may have.
Like the account classifications, interest type is the largest category, with a primary code and secondary code subordinate to the interest type. Your implementation team defined these lists when they set up Oracle Sales and Marketing.
You can update a contact's interests at any time. The date of the change is automatically recorded in the Entry Date field.
1. Select the Interests sub tab.
2. Select a type from the list of values.
For example: Business Application Software.
3. Select a primary code from the list of values.
The primary code further describes the interest type.
For example, the interest type Computing Services might have two primary codes: Applications Implementation and Custom Develop.
4. Select a secondary code from the list of values.
The secondary code further describes the primary code. For example, if the primary code is Applications Implementation, then two possible secondary codes are Payroll and Benefits.
5. Choose Save on the toolbar to add the contact's business interests to the database.
To enter or update contact interests: