Siebel Call Center User Guide > Households >

Adding a Household Record

Use the following procedure to add a household record.

To add a household

  1. Navigate to the Households screen.
  2. In the Households list, add a record, and then complete the fields.

    3. The following table describes some of the fields,

    Fields
    Comments
    Address
    Automatically populated with the address of the primary household contact.
    Category
    Indicates the value of the household to your organization. Available values are Platinum, Gold, Silver, and Standard.
    City
    Automatically populated with the city where the primary household contact resides.
    Created
    Date and time the record was created. Automatically populated.
    Created By
    User ID of the person who created the record.
    Head of Household
    The main decision-maker for the household. Available values are all the contacts for the household.
    Household #
    Unique indentifier for the household. Automatically populated.
    Income
    Total income from all members of the household.
    Name
    A name that identifies the household. Typically this is the last name of one or more contacts who are members of the household.
    Organization
    The organization that interacts with the household.
    Revenue
    Revenue your organization obtains from this household.
    Segment
    Indicates general economic class of the household, or home-ownership status. Typical values are White Collar, Blue Collar, Rural, Own Residence, and Renter.
    Size
    Total number of people in the household.
    State
    Automatically populated with the state where the primary household contact resides.
    Status
    The current stage in the customer interaction life cycle, as described in Customer Interaction Life Cycle. Defaults to Active for a new household record.
    Team
    Employees assigned to work with this household. If a call center user is not a member of the household team, that user will not receive information about this household during Mobile Web Client synchronization.
    Type
    Types of people that make up the household. Typical values include Family - Children, Family - No children, Family - Senior Citizen, and Single.
    Wealth
    Estimated total wealth of the household.
    Zip Code
    Automatically populated with the zip code of the primary household contact.


 Siebel Call Center User Guide 
 Published: 18 April 2003