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Creating a Profile for a Contact
A profile consists of information that is collected about a contact. This information can include a contact's expenditure approval, hobbies, education, and the name of the contact's spouse.
To create a profile
- Navigate to the Contacts screen.
- In the Contacts list, select the contact, and then click the Profile view tab.
- In the Profile form, complete the fields.
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Siebel Sales User Guide Published: 18 April 2003 |