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Process of Managing Contacts (End User)

This topic details sample tasks often performed by administrators and end-users when managing contacts. Your company might follow a different process according to its business requirements. 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)