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Siebel Life Sciences Guide > Managing Contacts > End-User Procedures >
Creating a Contact Assessment
End users can rate and rank a contact on key indicators using the Assessments view. By selecting a predefined template, users can extract a measurable statistic that allows them to determine a relative value of a specific contact.
To create an assessment of a contact
- Navigate to the Contacts screen.
- From the Show drop-down list, select My Contacts.
- In the Contacts list, select a contact for which you want to create an assessment.
NOTE: When selecting the contact, do not click a hyperlink (underlined field). Doing so will take you to another view.
- Click the Assessments view tab.
- In the Assessments list, add a record.
- In the Template Name field, select a template from the Select Assessment dialog box and then click OK.
NOTE: For more information on creating assessment templates, see Creating an Assessment Template.
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Siebel Life Sciences Guide Published: 18 April 2003 |