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Business Planning > Plan Contacts > Managing Plan Contacts

Managing Plan Contacts

For step-by-step procedures for managing plan contacts that are common to many record types, see:

• Creating Records
• Updating Record Details
• Linking Records to Your Selected Record
• Working with Lists

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.

User Role and Access Profile Settings

To work with the Plan Contact pages, you must have the following privileges in your user role:

• Manage Business Planning Access
• Manage Period Administration

In addition, your access profile settings must allow you to access the following record types:

• Business Plan
• Objective
• Plan Account
• Plan Contact
• Plan Opportunity

Related Information

See the following topics for related information about plan contacts:

• Plan Contacts
• Working with the Plan Contact Homepage
• Plan Contact Fields