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Sales > Managing Sales > Process of Managing Contacts

Process of Managing Contacts

To manage contacts, perform the following tasks:

1. Review the contact fields and related information, see Contact Fields.
2. Create a new contact record, see Creating Records.
3. Track the contact-related activities and notes, see Activity Fields and Adding Notes.
4. Assign contact ownership and visibility, see Access Profile Management and Sharing Records (Teams).
5. Complete a customer satisfaction survey, see Using Assessment Scripts.
6. Define the contact relationships, see Tracking Relationships Between Contacts.

   Note: This step is specific to Oracle CRM On Demand Financial Services Edition.

7. Add the revenue records to the contact, see Tracking Revenue Based on Contacts.

   Note: This step is specific to Oracle CRM On Demand Financial Services Edition.

8. Forecast the contact revenue, see Tracking Revenue Based on Contacts.

   Note: This step is specific to Oracle CRM On Demand Financial Services Edition.

9. Track the contact assets, see Tracking Assets.

   Note: This step is specific to Oracle CRM On Demand Financial Services Edition.