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Siebel eFinance Guide > Contacts >
End-User Procedures
The following end-user procedures are described in this section:
- Managing Contact Information
- To add a contact
- To associate a contact with a company
- To add a category to a contact
- To create a note regarding a contact
- To distribute literature to a contact
- To set a contact's securities interest
- To view a contact's transaction history
- To enter a referral received to or from a contact
- To create a referral to a contact
- To review a contact's profitability
- Creating a Customer Value Assessment
- Viewing a Contact Summary
- Viewing a Contact Relationship Hierarchy
- Creating and Using a Book of Clients
- Managing Mortgages
- Creating a Financial Plan
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Siebel eFinance Guide Published: 20 October 2003 |