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Siebel eFinance Guide > Contacts > Contacts Sample Tasks >
End-User Procedures
The following list shows tasks end users typically perform when working with contacts. These tasks can be performed in any order.
- Manage contact information. For more information, see Managing Contact Information.
- Create customer value assessment. For more information, see Creating a Customer Value Assessment.
- View a contact summary. For more information, see Viewing a Contact Summary.
- View relationship hierarchy information. For more information, see Viewing a Contact Relationship Hierarchy.
- Create and use a Book of Clients. For more information, see Creating and Using a Book of Clients.
- Manage mortgage information. For more information, see Managing Mortgages.
- Create a financial plan. For more information, see Creating a Financial Plan.
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Siebel eFinance Guide Published: 20 October 2003 |