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Adding a Contact in Siebel Energy (End User)

End users need to add contacts and verify that particular contacts are established customers. Their company may choose to use passwords for an additional level of verification.

End users can view all contact records that they create. If an end user adds a contact to an account or opportunity and that account or opportunity has an associated sales team, members of the sales team can also view the contact. In a contact record, a sales team is also known as a contact access list.

To add a contact

  1. Navigate to the Contacts screen.
  2. In the link bar, click Contacts List.
  3. Add a new record to the Contacts list, and complete the necessary fields in the record and the More Info form.
  4. In the Account field, select one or more accounts in the dialog box.

    If there is more than one account associated with this contact, designate one as the primary account by selecting the Primary field for that account.

For more information about adding contacts, see Applications Administration Guide.

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