Siebel eEvents Management Guide for Financial Services > Defining an Event > Administrator Setup Procedures for Defining an Event >

Entering Contact Data

A few eEvents Manager for Finance forms and lists contain fields that depend upon existing contact data entered in the Contacts screen. A contact is an individual with whom your company conducts business or expects to conduct business with in the future. A contact can be an employee of another company, a vendor, or professional consultant and may have relationships with a number of companies. Data entry in eEvents Manager for Finance can proceed more smoothly if you have already entered contact data for:

To add a contact

  1. From the application-level menu, choose View >Site Map >Contacts.
  2. A contact record only appears on the My Contacts view if you are on the contact team for the contact.

  3. From the Show drop-down list, select All Contacts.
  4. In the Contacts list, click New, and complete the necessary fields.

For more information about entering Contacts, see Siebel Sales User Guide or Siebel Call Center User Guide.

 Siebel eEvents Management Guide for Financial Services 
 Published: 18 April 2003