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Process of Managing Contacts

This section details sample tasks often performed by administrators and end-users when managing contacts. Your company may follow a different process according to its business requirements.

Administrator Procedures

The following list shows tasks administrators typically perform to manage contacts:

• Setting Up Primary Specialties. Define medical specialities within the system and specify a contact's primary speciality.
• Deleting a Contact.
• Administering Bricks.
• Associating a Contact with a Brick.

End-User Procedures

The following list shows tasks end users typically perform when managing contacts:

• Creating a Contact (End User).
• Specifying the Best Time to Call (End User).
• Indicating Affiliations Between Contacts (End User).
• Indicating Affiliations Between a Contact and an Account.
• Viewing Pre-Call Information (End User).
• Tracking Documentation Associated with a Contact (End User).
• Other Tasks for Managing Contacts. Enter contact category information and create contact assessments.