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Process of Managing Contacts

To manage contacts, perform the following tasks:

  1. Review the contact fields and related information, see Contact Fields.
  2. Create a new contact record, see Creating Records.
  3. Track the contact-related activities and notes, see Activity Fields and Adding Notes.
  4. Assign contact ownership and visibility, see Access Profile Management and Sharing Records (Teams).
  5. Complete a customer satisfaction survey, see Using Assessment Scripts.
  6. Define the contact relationships, see Tracking Relationships Between Contacts.

    Note: This step is specific to Oracle CRM On Demand Financial Services Edition.

  7. Add the revenue records to the contact, see Tracking Revenue Based on Contacts.

    Note: This step is specific to Oracle CRM On Demand Financial Services Edition.

  8. Forecast the contact revenue, see Tracking Revenue Based on Contacts.

    Note: This step is specific to Oracle CRM On Demand Financial Services Edition.

  9. Track the contact assets, see Tracking Assets.

    Note: This step is specific to Oracle CRM On Demand Financial Services Edition.


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