Applications Administration Guide > Using Accounts in Siebel Call Center >

Adding Contacts to an Account

As agents work closely with prospective or customer accounts, they need to accurately maintain the contacts associated with the account. The following procedure describes how to add one or more new contacts for an account.

To add contacts to an account

  1. Navigate to the Accounts screen, and select the account in the Accounts list.
  2. Click the Contacts view tab.
  3. In the Contacts list, create a new record and complete the necessary fields.
  4. Click the hyperlink in the Last Name field to navigate to the Contacts screen to add additional information about the contact.
Applications Administration Guide