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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
Action
Customer in Session
Customer Not in Session

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
  
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