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Indicating an Affiliation Between an Account and a Contact

For accounts having multiple contacts, you associate contacts with an account using the Contact Affiliations view. One reason to indicate these affiliations is for greater efficiency in call reporting, as described in Recording Calls.

NOTE:  The records for contacts you want to affiliate must already exist in Siebel CRM; you cannot create new contact in this view. For more information on creating contacts, see Creating a Contact.

To indicate an affiliation between an account and a contact

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on an account.
3. Click the Contact Affiliations view tab.
4. In the Contact Affiliations list, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Direct	If a check mark appears in this field, profile data for the contact is routed to members of the team assigned to the affiliated account. If no check mark appears in this field, the profile data is routed only to the members of the team assigned to the contact. (Users who are connected to the server see the profile data regardless of whether a check mark appears in the field or not.)
   Last Name	The contact affiliated with this account.

End users can track a contact's importance and influence level within an account by defining their role in the Roles list. Users can then refer to this information prior to calls and adjust their discussions accordingly.

To create a new role for an affiliated contact

1. Affiliate an account with a contact as described in the previous procedure, To indicate an affiliation between an account and a contact.
2. Scroll down to the Roles list, create a new record, and complete the necessary fields.