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### 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.

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.