Siebel Customer Relationship Console User Guide > Adding Information >
Adding Prospects and Referrals
Figure 16 shows the New Prospect form view. This view allows you to construct a new prospect or contact record in the Siebel database. A prospect is a potential customer for your organization. When you add a prospect, Siebel CRC also creates a referral for that new contact. You can also add a referral in a separate process for an existing customer. When adding a referral (see Figure 15) you can:
- Capture a referral
- Monitor captured referrals
- Enter basic details of the referral
- Associate the referral to the source agent
For information on reviewing the referrals you created, see Referrals. To add a referral for an existing customer
- Start a customer session for the customer for which you are adding the referral.
- From the menu bar, click the down arrow in the Action field and select Add a Referral.
- Click Go and complete the following fields as necessary.
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Referral Name |
The name that uniquely defines the referral record. This field is automatically populated with the customer name, date, and time. |
Sales Method |
The sales method used to solicit the new referral. |
Comments |
The context of the referral. |
Product Line |
The product line associated with the referral. |
- Click Save.
NOTE: At any time before you click Save you can click Cancel to cancel the referral and return to the Summary view.
Figure 15. New Referral View
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To add a prospect and a referral
- From the menu bar, click the down arrow in the Action field and select Add a Prospect.
- Click Go and complete the fields.
- Click Next and complete the fields as described in Step 3 in To add a referral for an existing customer.
Figure 16. New Prospect View
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