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Adding Contacts to Accounts in Sales Handheld
A contact is a person with whom you have a personal or business association. As you continue to work closely with a prospective account, professional contacts associated with the account become important. Contacts can belong to multiple accounts, only one of which is the primary account. To add a contact to an account
- Navigate to the Accounts screen.
The My Accounts list appears.
- In the My Accounts list, select the account to which the contact will be added.
- From the Show drop-down list, select Contacts.
- In the Account Contacts view, tap the Contacts list to select it, and then tap the New Record button.
- In the Add Contacts dialog box, select the contact, and then tap OK.
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