Siebel Customer Relationship Console User Guide > Locating Information >

Summary Session View

When you start a customer session, you begin at the Summary session view (Figure 6). Whenever you have a customer in session, clicking the Contacts menu item returns you to the Summary view.

The Summary view provides an overview of a customer's:

• Contact information
• Identification tokens
• Demographic and authentication information
• Value and profitability
• Branch Id
• Key alerts
• Special offers

Figure 6. Summary View