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Sales professionals can track information about accounts, opportunities, and contacts using the Categories screen and associated views. This chapter describes how to use predefined categories to sort and search for specific criteria, and enter information that defines a personal sales approach and style. The information can be shared with other members of the sales team or kept private. NOTE: The categories discussed in this chapter are not the same as the categories associated with Catalog administration which are used primarily for access control. For information about this other kind of category, see the Siebel Order Management Guide.
This chapter includes the following topics:
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