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Associating an Activity with a Reference

In the Activities view, you can see each activity associated with an account. Activities associated with a reference appear in the Calendar view. See Siebel Fundamentals for more information on using the Calendar. Reference record fields provide information on the primary representative, the corporate sponsor, and so on.

To associate an activity with a reference

1. Navigate to the References screen > Reference List view.
2. Drill down on a reference record.
3. Click the Activities view tab.
4. In the Activities list, create a new record, and complete the necessary fields.

   For more information, see Activities.