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Scenario for Managing Contacts in Sales Handheld

At a trade show, a sales representative exchanges business cards with the people she meets. Instead of waiting until she returns to her office, the sales representative uses Siebel Sales Handheld to enter essential contact information. When she returns to her office, she identifies individuals that may be possible sources for leads.

As the sales representative works with each contact, the possibility of doing business—an opportunity—may arise. If so, she can then create an opportunity and associate contacts and activities with it to track important milestones and key players for closing the deal.