Bookshelf Home
|
Contents
|
Index
|
PDF
Siebel Finance Guide
>
Managing Contacts
This chapter 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)
Siebel Finance Guide
Copyright © 2006, Oracle.
All rights reserved.