Siebel Public Sector Guide > Managing Investigative Cases > Recording Lead Information >

Adding Lead Details and Scheduling Follow-Up Activities

This task is a step in Process of Managing Investigative Cases.

A number of views allow members of the case team to add supporting documentation and activities to a lead record.

To add details to a lead record

1. Navigate to the Leads screen > Leads List view.
2. Select a record and drill down on the Lead Name field.
3. Click the appropriate view tab and create a new record.

   The following table describes some of the views.

   View	Description
   Accounts	Use this view to associate accounts with the lead. You can add an existing account or create a new one. After you have created a record, drill down on the Account Name to add details using the Account screen's views. See Adding Account Information to Incidents for more information about how accounts are used in investigative cases.
   Addresses	Use this view to associate predefined addresses or locations with the lead. See Adding Addresses to Cases for more information.
   Approvers	Use this view to review the approvers that are listed in the lead approval template. See Reviewing Approvers for a Case and Submitting Leads for Approval for more information.
   Activities	If a lead requires follow up activities, use this view to create investigative tasks with alarms and assign each activity to a team member. Typical activity types are incident, arrest, diagnosis, meeting, and so on. See Adding Activities Related to Incidents for more information.
   Activity Plans	Use this view to associate a predefined activity plan with associated activities to the lead. See Managing the Case Calendar and Activities for more information.
   Attachments	Use this view to associate documents, images and other media with the lead. See Adding Attachments and Notes to Cases for more information.
   Assets	Use this view to associate assets with the lead. See Adding Asset Information to Incidents for more information.
   Contacts	Use this view to associate individuals with the lead. See Adding Contact Information to Incidents for more information. You can also associate existing leads with contacts or create new lead records from the Contacts screen > Contacts List > Leads view.
   Diseases	Use this view to associate a disease or medical condition with the lead. See Creating a Disease Record for more information.
   Evidence	Use this view to associate existing items of evidence with the lead. You can also create new evidence records from this view. See Adding Items of Evidence to Incidents for more information.
   Groups	Use this view to associate existing group records with a lead or create a new group record. See Adding Group and Group Suspect Information to Incidents for more information.
   Group Suspects	Use this view to associate existing suspect records with a lead or create a new suspect record. See Adding Group and Group Suspect Information to Incidents for more information.
   Households	Use this view to record details of any leads relating to a household rather than any particular individual. For example, officers may be called out to investigate a domestic disturbance at a household and can record information under the name of that household rather than any particular individuals. See Creating Contact and Household Records and the Siebel Applications Administration Guide for more information on households.
   Incidents	Use this view to associate one or more incidents with the lead.
   Notes	Use this view to add information such as directions to the incident site and references. See Adding Attachments and Notes to Cases for more information.
   Sub-Leads	Use this view to create new lead records which are directly associated with the current lead. When you create a new lead record in this view, simply drill down on the Lead Name field and continue as you would for creating any other lead.
   Subjects	Use this view to add details about individuals who have not yet been definitely identified. See Adding Subjects Information to Incidents for more information.
   Service Requests	Use this view to initiate a request for action or service fulfillment. See Siebel Field Service Guide for more information about service requests.