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About Managing Contacts in Siebel Sales Handheld

Contacts are individuals with whom your company conducts business or expects to conduct business in the future. Contacts can be employees of other companies, independent consultants, vendors, or personal acquaintances. Contacts can be associated with several accounts, but a contact can be primary on only one account. Contacts can be associated with a number of opportunities, including those that are not related to their accounts.

Scenario for Managing Contacts in Siebel Sales Handheld

At a trade show, sales representatives exchange business cards with the people they meet. Instead of waiting until they return to the office, the sales representatives use Siebel Sales Handheld to enter essential contact information. When they return to their office, they identify individuals that might be possible sources for leads.

As the sales representative works with each contact, the possibility of doing business—an opportunity—might arise. If so, the sales representative can then create an opportunity and associate contacts and activities with it to track important milestones and key players for closing the deal.

The following contact management procedures are included in this topic:

• Adding Contacts in Siebel Sales Handheld
• Associating Contacts with Opportunities in Siebel Sales Handheld