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Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications > Siebel Agent Portal > Sharing Data with Partners > Assigning Households to an AgentIt is useful for agents to know if they have sold multiple policies to members of the same household, because it gives them information about customers background that they can use in future marketing and cross selling. After adding Households records, you associate them with contact records. Each customer is represented by one contact record. By associating a household record with the contact records of all the people in that household, you allow an agent who is working with one of those contacts to display information about all the other people in that customer's family and the policies that agent has sold them. NOTE: Households are assigned independently of contacts. When you assign an agent to a household, it does not assign the contacts of that household to that agent. To assign a household to an agent
For more information about households, see Siebel eInsurance Guide. |
Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications |