Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Contacts

Use the Contact pages to create, update, and track contacts. Contacts are individuals that your company currently conducts business with or expects to conduct business with in the future. These individuals can be employees of other companies, independent consultants, vendors, or personal acquaintances. A contact is generally associated with an account, and often, an account record includes links to information about several different contacts at that company.

Within Oracle CRM On Demand Financial Services Edition, a contact is often designated as a client to support functionality that is specific to Oracle CRM On Demand Financial Services Edition. Designating a contact as a client indicates that this is a contact with whom your company maintains a long-term relationship so that you can monitor changes in the client's situation and identify opportunities to cross-sell additional products to the client.

Related Topics

See the following topic for related information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.