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Process of Managing Contacts

To manage contacts, perform the following tasks:

1. Review the contact fields and related information, see Contact Fields.
2. Create a new contact record, see Creating Records.
3. Track the contact-related activities and notes, see Activity Fields and Adding Notes.
4. Assign contact ownership and visibility, see Access Profile Management and Sharing Records (Teams).
5. Synchronize the contacts with your PIM, see Synchronizing with PIMs.
6. Complete a customer satisfaction survey, see Using Service Request Scripts.
7. Define the contact relationships, see Tracking Relationships Between Contacts.

   Note: This step is specific to Oracle CRM On Demand Financial Services Edition.

8. 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.

9. Forecast the contact revenue, see Tracking Revenue Based on Contacts.

   Note: This step is specific to Oracle CRM On Demand Financial Services Edition.

10. Track the contact assets, see Tracking Assets.

    Note: This step is specific to Oracle CRM On Demand Financial Services Edition.