Siebel Medical Handheld Guide > Using Siebel Medical Handheld > Working with Contacts in Siebel Medical Handheld >

Scenario for Managing Contacts in Medical Handheld

This scenario gives one example how you can use Siebel Medical Handheld to manage contacts. You might use Siebel Medical Handheld differently, depending on your business model.

At a trade show, a sales representative exchanges business cards with the people she meets. Instead of waiting until she returns to her office, the sales representative uses Siebel Medical Handheld to enter essential contact information. When she returns to her office, she identifies individuals that might be possible sources for leads.

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