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Working with Contacts in Siebel Medical Handheld

A contact is typically a physician, nurse, hospital administrator, or lab technician, and so on. purchasing officer, nurse, physician, or hospital administrator. In a more general sense, a contact is any individual a medical device company deems significant to their business process.

Sales representatives use Medical Handheld to add and update contact profile information which may include adding new contacts, tracking affiliations between contacts and accounts, transcribing relevant notes, and tracking sales data.

This section describes how to manage contact information using all of the views accessible from the drop-down list in the Contacts screen.

The following topics related to opportunities are included in this section:

• Adding Contacts in Medical Handheld.
• Associating Accounts to Contacts with Medical Handheld
• Associating Contacts with Opportunities in Medical Handheld
• Adding Private or Shared Notes About a Contact in Medical Handheld
• Adding Private or Shared Notes About a Contact in Medical Handheld
• Adding Private or Shared Notes About a Contact in Medical Handheld