Bookshelf Home | Contents | Index | Search | PDF

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.

Bookshelf Home | Contents | Index | Search | PDF