Siebel Customer Relationship Console User Guide > Understanding the Siebel CRC Layout > Siebel CRC Window Overview >
Action
Click the down arrow in the Action field to access various actions. Depending on whether or not you have a customer in session, you will have access to some or all actions as listed in Table 1. For more information on sessions, see About Start Session.
Table 1. Available Actions
|
|
|
Add a Referral |
Yes |
Yes |
Add a Service Request |
Yes |
Yes |
Add an Activity |
Yes |
Yes |
Add a Prospect |
Yes |
Yes |
Capture a New Application |
No |
No |
Review Attachments |
Yes |
Yes |
Log Out |
Yes |
Yes |
|