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Associating Accounts to Contacts with Siebel Medical Handheld
A contact can be associated to several accounts. For example, a surgeon can be affiliated to a group practice and several hospitals. You can keep track of all the accounts your contact is affiliated to in the Contact Affiliations view. To associate an account to a contact
- Navigate to the Contacts screen.
The My Contacts list appears.
- In the My Contacts list, select the contact to whom the opportunity will be associated.
- From the Show drop-down list, choose Affiliations.
- Tap in the Affiliations list, then tap the New Record button.
The Pick Account list appears.
- Select an Account, and Tap OK.
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