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Siebel eFinance Guide > Contacts > Contacts Sample Tasks >
Administrator Procedures
The following list shows procedures administrators typically perform to manage contacts.
- Update contact holdings. For more information, see To update or review a contact's holdings.
- Update a contact investment profile. For more information, see To update or review a contact's Investment Profile.
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Siebel eFinance Guide Published: 20 October 2003 |