Siebel Healthcare Guide > Companies >
Adding Companies and Investors
When end users identify a possible lead, the lead can be added as a company. Users can then begin to add and track information about the company. To add a company or investor
- Navigate to the Companies screen > Companies List view.
- In the Companies form, click the show more button, add a record, and complete the necessary fields.
- To specify a privacy level, in the Privacy Option field select one of the following:
- The Privacy Option field is for registering the privacy level requested by the company; it does not impact record visibility in any way. To identify the company as an investor, check the Investor box in the Company form.
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