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Siebel Life Sciences Guide > Managing Contacts > Example Workflow for Managing Contacts >
End-User Procedures
The following list shows tasks end users typically perform when managing contacts:
- Add a contact. For more information, see Adding a Contact.
- Add contact category information. For more information, see Adding Category Information.
- Specify the best times to make contact calls. For more information, see Specifying the Best Time to Call Based on Address.
- Indicate affiliations between a contact and an account. For more information, see Indicating Affiliations Between a Contact and an Account.
- Indicate affiliation between contacts. For more information, see Indicating Affiliations Between Contacts.
- Create contact assessments. For more information, see Creating a Contact Assessment.
- View pre-call summary information about a contact. For more information, see Viewing Pre-call Information.
- Track documentation associated with a contact. For more information, see Tracking Documentation Associated with a Contact.
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Siebel Life Sciences Guide Published: 18 April 2003 |