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Tracking Contact Interests

Before you begin. This feature might not be available in your version of the application because it is not part of the standard application.

You can track products, services, or hobbies a contact is interested in, such as mutual funds or golf.

To track contact interests

  1. Select the contact.

    For instructions on selecting contacts, see Finding Records.

  2. On the Contact Detail page, scroll down to the Contact Interests section and click Add.
  3. On the Contact Interests page, fill in the required information.
  4. Save the record.

Published May 2008