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Sales > Contacts > Managing Contacts

Managing Contacts

To manage contacts, perform the following tasks:

• Importing Your Contacts
• Importing vCard Files
• Saving Contacts as vCard Files
• Linking Contacts to Multiple Accounts
• Tracking Relationships Between Contacts
• Tracking Relationships Between Accounts and Contacts
• Tracking Revenue Based on Contacts

  NOTE: This feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

• Adding Referrals

  NOTE: This feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

• Tracking Contact Interests

  NOTE: This feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

• Analyzing Contacts
• Tracking the Best Calling Times

  NOTE: This feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

• Adding Contact State Licenses

  NOTE: This feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

• Tracking Visits (Sales Calls) to Customers

  NOTE: This feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

• Blocking Contacts
• Sending Marketing Emails Using Oracle Eloqua Engage

If your user role includes the Maps Integration privilege, then you can also perform this procedure, Performing Proximity Searches.

For step-by-step procedures that are common to many record types, see:

• Creating Records
• Updating Record Details
• Linking Records to Your Selected Record
• Working with Lists
• Sharing Records (Teams)
• Using Assessment Scripts

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.

Related Topics

See the following topics for related information:

• About the Favorite Contacts List
• Displaying Images on Record Detail Pages