Siebel Sales Handheld Guide for Windows-Powered Devices > Using Siebel Sales Handheld > Managing Customer Relationships >

Associating Contacts with Activities


When you add an activity to your calendar, you may also want to have a record of contacts who will be participating in the activity.

To add contacts

  1. Navigate to the Activities screen.
  2. In the My Activities list, select the activity with which a contact will be associated.
  3. From the Show drop-down list, select Contacts.
  4. In the Activity Contacts view, tap the Contacts list to select it, and then tap the New Record button.
  5. In the Add Contacts dialog box, select the contacts and then tap OK.

 Siebel Sales Handheld Guide for Windows-Powered Devices 
 Published: 18 July 2003