Siebel Consumer Sector Guide > Accounts > End-User Procedures for Accounts >

Associating Contacts to an Account


  1. Navigate to the Accounts screen > Accounts List view.
  2. Drill down on the Name field hyperlink for a selected account, and click the Contacts view tab.

    In the Accounts Contacts view tab, you can:

    • Create new contacts
    • View all contacts for an account
    • Modify existing contacts
    • Drill down on any individual contact's name to create activities for that contact and account

      NOTE:  Before adding a new contact be sure that the contact does not already exist by querying the All Contacts view. If the contact does not exist, you can enter a new contact from either the All Accounts View or the All Contacts view, and associate the contact with the appropriate account. For more information on querying, see Fundamentals.

      For the procedure on adding and modifying contact information, see Applications Administration Guide.

Siebel Consumer Sector Guide