Bookshelf Home | Contents | Index | Search | PDF |
Siebel Sales Handheld Guide for Windows-Powered Devices > Using Siebel Sales Handheld > Managing Customer Relationships >
Associating Contacts with Activities
When you add an activity to your calendar, you may also want to have a record of contacts who will be participating in the activity.
To add contacts
- Navigate to the Activities screen.
- In the My Activities list, select the activity with which a contact will be associated.
- From the Show drop-down list, select Contacts.
- In the Activity Contacts view, tap the Contacts list to select it, and then tap the New Record button.
- In the Add Contacts dialog box, select the contacts and then tap OK.
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Sales Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |