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Siebel Life Sciences Guide > Managing Contacts > End-User Procedures >
Indicating Affiliations Between Contacts
The Contacts Affiliations view allows end users to track referral relationships between contacts. Using this view, users can track:
- Referral or Referring Relationship. Users can specify whether a contact receives or gives referrals to other contacts.
- Influence of Contacts on One Another. Users can specify whether or not one contact influences another contact.
To indicate an affiliation between contacts
- Navigate to the Contacts screen.
- From the Show drop-down list, select My Contacts.
- In the Contacts list, select a contact.
NOTE: When selecting the contact, do not click a hyperlink (underlined field). Doing so will take you to another view.
- Click the Affiliations view tab.
- In the Affiliations list, add a record.
The Add Contacts dialog box appears.
- Select one or more contacts and click OK.
The selected contacts are added to the Affiliations list.
- In the Affiliations list, select a value for the Relationship field; the default value is None Specified.
- To specify one contact's influence over another:
- In the Affiliations list, select a contact.
- In the Influenced list, add a record.
The Add Contacts dialog box appears.
- Select one or more contacts and click OK.
The selected contacts are added to the Influenced list.
- In the Influenced list, specify the contact relationship by making a selection in the Relationship field.
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Siebel Life Sciences Guide Published: 18 April 2003 |