Sales > Managing Sales > Process of Managing Contacts
Process of Managing Contacts
To manage contacts, perform the following tasks:
- Review the contact fields and related information, see Contact Fields.
- Create a new contact record, see Creating Records.
- Track the contact-related activities and notes, see Activity Fields and Adding Notes.
- Assign contact ownership and visibility, see Access Profile Management and Sharing Records (Teams).
- Complete a customer satisfaction survey, see Using Assessment Scripts.
- Define the contact relationships, see Tracking Relationships Between Contacts.
Note: This step is specific to Oracle CRM On Demand Financial Services Edition.
- 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.
- Forecast the contact revenue, see Tracking Revenue Based on Contacts.
Note: This step is specific to Oracle CRM On Demand Financial Services Edition.
- Track the contact assets, see Tracking Assets.
Note: This step is specific to Oracle CRM On Demand Financial Services Edition.
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