Siebel Finance Guide > Managing Contacts > Process of Managing Contacts >

End-User Procedures

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

• Managing Contact Information (End User)
• Creating Customer Assessments (End User)
• Setting the Customer Value Icon (End User)
• Viewing a Contact Summary (End User)
• Viewing Contact Relationship Hierarchies (End User)
• Managing Mortgages (End User)
• Creating Financial Plans (End User)