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Scenario for Contacts

This scenario provides an example of a business process performed by a sales representative managing new and existing contacts. Your company may follow a different process according to its business requirements.

In the course of a business day, a sales representative interacts with other professionals. These formal and informal exchanges can result in potential leads or sales opportunities.

A sales representative determines if her company has done business with a particular company by reviewing account and contact records. In cases where contacts are not listed, the sales representative creates new contact records in the Siebel Sales application, and associates the contacts with new or existing accounts.

If the possibility of doing business—an opportunity—arises, the sales representative creates the opportunity and associates activities and contacts with the opportunity. This helps the sales representative track important milestones for obtaining and closing deals.

Applications Administration Guide