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Plan Contacts

Use the Plan Contact pages to create, update, and track contacts that are associated with business plans. A plan contact is a record that allows you to associate contacts with business plans, allowing each contact to have multiple business plans. For example, you can have one plan contact for a general sales force and one plan for a specialty sales force. At the same time, a plan contact allows a business plan to cover multiple contacts, for example, all the contacts in a territory.

Some users might not interact directly with the plan contact record type, but rather associate contacts with business plans from the Business Plan Detail page or from the Contact Detail page. Other users, however, might prefer to work directly with the plan contact record type.

NOTE: Your company administrator determines which tabs are available to you. If your job responsibility does not include tracking Plan Contact information, the Plan Contact tab might be excluded from your setup.


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