Siebel Sales Handheld Guide for Windows-Powered Devices > Using Siebel Sales Handheld > Siebel Sales Handheld Overview >

Adding Contacts

Use the My Contacts or Personal Contacts views to enter information about your contacts. Contacts entered using the Personal Contacts view are not shared with team members.

To add a contact

  1. Navigate to the Contacts screen.
  2. From the Show drop-down list, select My Contacts (business), or Personal Contacts (personal).
  3. Tap the New Record button, and complete the necessary fields.
  4. From the Show drop-down list, choose More Info, and then complete additional fields, as needed.

    5. The following table describes some fields in the Contact form.

    Fields
    Comments
    Last Name
    A required field that displays the contact's last name.
    First Name
    A required field that displays the contact's first name.
    Job Title
    A text field that displays the Contact's professional title.
    Account
    Displays the primary account with which the contact is associated. A contact may be associated to more than one account, but may be the primary contact on only one account at a time. To associate the Contact with an Account, navigate to the Contacts > Accounts view (if configured).
    Work Phone Number
    A text field that displays the contact's work telephone number.
    Site
    A default value that populates automatically based on the location of the primary account.


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