End-User Procedures

The following list shows tasks end users typically perform when managing contacts:

• Creating a Contact.

• Specifying the Best Time to Call.

• Indicating Affiliations Between Contacts.

• Indicating Affiliations Between a Contact and an Account.

• Viewing Pre-Call Information.

• Tracking Documentation Associated with a Contact.

• Other Tasks for Managing Contacts. Enter contact category information and create contact assessments.