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Additional End-User Tasks for Premise Management in Siebel Communications

For descriptions of other procedures related to premises, see Siebel Bookshelf.

Caller Verification

When receiving an inbound call, end users first verify and locate the caller. For more information about verifying and locating a caller, see Siebel Applications Administration Guide.

Customer Accounts

When a new customer requests service from your company, end users need to create an account for the customer. For more information about creating a customer account, see Accounts in Siebel Communications.

Sales Orders

When a customer requests a new service, end users must create a sales order. For more information about creating a sales order, see Siebel Order Management Guide Addendum for Industry Applications.

Premises and Attachments

At any time, end users can store additional information relating to a premise in the database by associating an electronic file with the premise record. For directions for associating an attachment with a record, see Siebel Fundamentals.

Premises and Notes

At any time, end users can store additional information relating to a premise in the database by adding a note and associating it with the premise record. For directions for associating a note to a record, see Siebel Fundamentals.