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Scenario for Managing Contacts


This section outlines an example process performed by a Siebel administrator and end users. Your company may follow a different process according to its business requirements.

A pharmaceutical company is reviewing the contact information in their database to make sure it is as current and up-to-date as possible. During this update process, the administrator deletes obsolete contacts and associates new contacts with existing bricks (geographic areas).

Sales representatives use Siebel Contacts to manually enter and modify contact information. They add information that helps them track relationships between contacts.

Sales representative can add more depth to contact data by creating user-defined fields called categories. Using categories, representatives can track private or shared information about a contact.

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