Siebel Applications Administration Guide > Contacts >

Adding a Contact

When a sales representative identifies an individual as a possible source for leads, that individual's information is added to Siebel Sales as a contact. Team members can access this contact information while they are working on potential business opportunities.

A contact team is a group of employees or partners who can view the contact information in the My Contacts view. If you work in a Mobile Web Client environment and are a member of the contact team, the contact information is downloaded to your local database the next time you synchronize.

Use the following procedure to create a contact record.

To add a contact

1. Navigate to the Contacts screen, then the Contacts List view.

   A contact record appears on the My Contacts view only if you are on the contact team for the contact.

2. In the Contacts List, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Last Name	Type the contact's last name.
   First Name	Type the contact's first name.
   Account	Select the account with which the contact is associated.
   Contact Method	Select the contact's preferred method of interaction. Default values include Email, Fax, Pager, and Phone.
   Job Title	Type the contact's professional title.
   Household Status	Displays the status of the household to which the contact is affiliated.
   Organization	Select the organizations for the contact. You can associate multiple organizations with a contact, but your organization is the default organization. Your system administrator sets up organizations in your Siebel application.
   Middle Initial	Type the contact's middle initial.
   Manager Last Name	Select the manager's last name. This field must have a value before you can perform an organizational analysis.
   Account Status	Displays the status of the account with which the contact is associated.

3. Drill down on the Last Name field of the record, and click the More Info view tab to complete more fields.

   Some fields are described in the following table.

   Field	Comments
   Do Not Call	Select the check box to indicate to not telephone the contact.
   Do Not Email	Select the check box to indicate to not send email to the contact.
   Do Not Mail	Select the check box to indicate to not send mail to the contact.
   Send Email Updates	Select the check box to indicate that the contact is willing to receive email updates about products and services.
   Comments	Type any additional information associated with the contact.
   Contact Status	Select the status of the contact. Examples are Active, Qualified, Marked for Deletion.
   Households	Select the households with which the contact is affiliated. Households allow you to track and target contact affiliations, and often these contacts share an address. For more information about households, see Households.
   Contact Team	Select the employees for the contact team. This field displays a default value that is based on your user ID. After you create a contact, you are automatically listed as the primary team member. You can add individuals to the contact team by selecting them from the employee list. Only a manager or administrator can change the primary contact team member, or can delete the primary contact team member.
   Global Owner	Select the name of the team member who is the global account owner. In cases of multinational or global companies, this field designates one main account team member to oversee the account.
   Registration Source	Displays a value for how the contact was registered. For example, the contact might have been registered at a particular marketing event.
   Price List	Select the price list associated with the contact.
   Disable Cleansing	Select the check box to not permit data cleansing.
   Sync List	Select the user IDs of users who synchronize the contact with a personal information manager (PIM) such as Lotus Notes or Microsoft Outlook. This field requires Siebel Server Sync.
   Sync	Displays a check to indicate the user has included the contact record in the user's Sync List. This field requires Siebel Server Sync.
   Lock Assignment	Select the check box to lock the contact team assignment from reassignment by Siebel Assignment Manager.
   Employee Flag	Displays a check to indicate that the contact is an employee of your company.
   Time Zone	Select the time zone in which the contact works or lives.