Understanding Contact Management
Contact management enables salespeople (or relationship managers) to manage contacts, tasks, and calendars across all of their accounts by using an easy and intuitive user interface. Relationship managers can:
Add system contacts to their list.
Create and manage contact groups.
Send an email message to selected contacts.
Create tasks, schedules, and call reports for selected contacts.
This feature focuses on shared contacts. The contacts entered and viewed are enterprise contacts and do not include a user’s personal contacts or contacts that are private in any manner. This means that all users can access the contacts and can add the same contacts to their list.
To add private data for a contact that is visible only to you, use the user-defined fields within the Person component.
Call Reports
Sales call reports document a contact event such as a meeting, demonstration, or phone call. They are always produced after the event and are follow-up memos documenting the attendees and what took place during the event.
Contact Management Toolbar
PeopleSoft CRM provides a toolbar that is on every Contact Management page. This toolbar enables you to transfer between Contact Management pages and perform commonly used actions for your contact list. You can also access accounts, tasks, and calendars by using the toolbar.