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Additional End-User Procedures Related to Premises
For descriptions of other procedures related to premises, see Siebel Bookshelf.
Caller Verification
When receiving an inbound call, end users first verify and locate the caller. For more information about verifying and locating a caller, see Siebel Call Center User Guide.
Customer Accounts
When a new customer requests service from your company, end users will need to create an account for the customer. For more information about creating a customer account, see Accounts.
Sales Orders
When a customer requests a new service, end users must create a sales order. For more information about creating a sales order, see Siebel Order Management Guide Addendum for Industry Applications.
Premises and Attachments
At any time, end users can store additional information relating to a premise in the database by associating an electronic file with the premise record. For directions for associating an attachment with a record, see Fundamentals.
Premises and Notes
At any time, end users can store additional information relating to a premise in the database by adding a note and associating it with the premise record. For directions for associating a note to a record, see Fundamentals.
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Siebel eEnergy Guide Published: 23 June 2003 |