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Siebel Life Sciences Guide > Managing Contacts > End-User Procedures >

Creating a Contact Assessment

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End users can rate and rank a contact on key indicators using the Assessments view. By selecting a predefined template, users can extract a measurable statistic that allows them to determine a relative value of a specific contact.

To create an assessment of a contact

Navigate to the Contacts screen.
From the Show drop-down list, select My Contacts.
In the Contacts list, select a contact for which you want to create an assessment.

NOTE:  When selecting the contact, do not click a hyperlink (underlined field). Doing so will take you to another view.

Click the Assessments view tab.
In the Assessments list, add a record.
In the Template Name field, select a template from the Select Assessment dialog box and then click OK.

NOTE:  For more information on creating assessment templates, see Creating an Assessment Template.

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