This section includes the following topics:

• About Managing Contacts
• Scenario for Adding a New Contact
• Process of Managing Contacts
• Updating or Reviewing a Contact's Holdings
• Managing Contact Information (End User)
• Creating Customer Assessments (End User)
• Setting the Customer Value Icon (End User)
• Viewing a Contact Summary (End User)
• Viewing Contact Relationship Hierarchies (End User)
• Managing Mortgages (End User)
• Creating Financial Plans (End User)