Siebel Customer Relationship Console User Guide > Adding Information >

Adding Prospects and Referrals

Figure 16 shows the New Prospect form view. This view allows you to construct a new prospect or contact record in the Siebel database. A prospect is a potential customer for your organization.

When you add a prospect, Siebel CRC also creates a referral for that new contact. You can also add a referral in a separate process for an existing customer.

When adding a referral (see Figure 15) you can:

• Capture a referral
• Monitor captured referrals
• Enter basic details of the referral
• Associate the referral to the source agent

For information on reviewing the referrals you created, see Referrals.

To add a referral for an existing customer

1. Start a customer session for the customer for which you are adding the referral.
2. From the menu bar, click the down arrow in the Action field and select Add a Referral.
3. Click Go and complete the following fields as necessary.

   Field	Description
   Referral Name	The name that uniquely defines the referral record. This field is automatically populated with the customer name, date, and time.
   Sales Method	The sales method used to solicit the new referral.
   Comments	The context of the referral.
   Product Line	The product line associated with the referral.

4. Click Save.

   NOTE:  At any time before you click Save you can click Cancel to cancel the referral and return to the Summary view.

   Figure 15. New Referral View

To add a prospect and a referral

1. From the menu bar, click the down arrow in the Action field and select Add a Prospect.
2. Click Go and complete the fields.
3. Click Next and complete the fields as described in Step 3 in To add a referral for an existing customer.

   Figure 16. New Prospect View