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Creating Customer Assessments

The Contacts Assessments view can help end users qualify contacts. Contact assessments are created in the Contacts Assessments view.

NOTE:  A similar assessment functionality is available for companies. For more information, see Creating Company Assessments.

A customer assessment evaluates a contact based on defined criteria. Each assessment template has a group of assessment attributes that make up the different measurement points of the assessment. A Siebel administrator can create new templates and add or modify assessment attributes. For more information on assessment templates and how to define and manage them, see Applications Administration Guide.

To create a customer assessment

1. Navigate to Contacts > Contacts List.
2. In the Contacts list, drill down on the contact for whom the assessment will be added.
3. Click the Assessments view tab.
4. In the Assessments list, add a record.
5. In the Template Name field, click the select button.
6. In the Select Assessment Template dialog box, select the desired template and click OK.

   Assessment attributes, as defined for the template, are automatically created in the Assessment Attributes list.

7. In the Assessment Attributes list, where possible, select a value for each attribute by clicking the select button in the Value field.