Siebel Sales User Guide > References >

Searching for References


Use the All References Read Only and All References Across Organizations Read Only lists to search for references applicable to your accounts. These views are read-only; you cannot modify information, and a contacts list is not available. To use the reference contact information, contact the reference owner, whose User ID appears in the Primary Rep field.

To search for references

  1. Navigate to the References screen.
  2. From the Show drop-down list, choose All References Read Only.
  3. As an alternative, select All References Across Organizations Read Only.

  4. In the References list, click Query, enter criteria in the query form, and then click Go.
  5. In the reference record, drill down on the name hyperlink in the Primary Rep field to view reference owner information.

 Siebel Sales User Guide 
 Published: 18 April 2003