Siebel eAutomotive Guide > Working with Contacts > End-User Procedures >

Creating a Relationship Between Contacts

An individual may have a relationship with other contacts who influence purchasing decisions. If so, an end user can track the relationships between the contact who has purchasing authority and those who might influence the contact's decisions.

To create a relationship between contacts

  1. Navigate to the Contacts screen.
  2. In the Contacts list, select the contact.
  3. Click the Relationships view tab.
  4. Click New in the Relationship list.

    5. NOTE:  A relationship can only be created for a contact you created.

  5. Complete the fields as needed. Some fields are described in the following table.

    6. Field
    Description
    Relationship Type
    Select Spouse or Influencer from the drop-down list.
    Last Name
    Select the contact from the Pick Contact dialog box. The Name and Account fields are automatically populated.


 Siebel eAutomotive Guide 
 Published: 18 April 2003