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Adding a Household Record
Use the following procedure to add a household record.
To add a household
- Navigate to the Households screen.
- In the Households list, add a record, and then complete the fields.
The following table describes some of the fields,
Fields Comments Address Automatically populated with the address of the primary household contact. Category Indicates the value of the household to your organization. Available values are Platinum, Gold, Silver, and Standard. City Automatically populated with the city where the primary household contact resides. Created Date and time the record was created. Automatically populated. Created By User ID of the person who created the record. Head of Household The main decision-maker for the household. Available values are all the contacts for the household. Household # Unique indentifier for the household. Automatically populated. Income Total income from all members of the household. Name A name that identifies the household. Typically this is the last name of one or more contacts who are members of the household. Organization The organization that interacts with the household. Revenue Revenue your organization obtains from this household. Segment Indicates general economic class of the household, or home-ownership status. Typical values are White Collar, Blue Collar, Rural, Own Residence, and Renter. Size Total number of people in the household. State Automatically populated with the state where the primary household contact resides. Status The current stage in the customer interaction life cycle, as described in Customer Interaction Life Cycle. Defaults to Active for a new household record. Team Employees assigned to work with this household. If a call center user is not a member of the household team, that user will not receive information about this household during Mobile Web Client synchronization. Type Types of people that make up the household. Typical values include Family - Children, Family - No children, Family - Senior Citizen, and Single. Wealth Estimated total wealth of the household. Zip Code Automatically populated with the zip code of the primary household contact.
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Siebel Call Center User Guide Published: 18 April 2003 |