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Other Tasks for Managing Contacts


Other tasks associated with contacts are:

  • Creating contact assessments. End users can use assessment templates to rate and rank contacts on key indicators. For example, sales representatives can use assessments to conduct primary market research during their sales calls. For information about creating assessment templates, see Siebel Applications Administration Guide. For information about performing assessments (contact assessments are preformed the same way as account assessments), see Siebel Applications Administration Guide.
  • Creating category information. End users can create public or private categories to track additional contact information, such as a particular sports a contact enjoys or food a contact prefers. For information about categories, see Siebel Applications Administration Guide.

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