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Associating an Activity with a Reference
In the Activities view, you can see each activity associated with an account. Activities associated with a reference appear in the Calendar view. See Fundamentals for more information on Calendar.
Figure 4 shows a sample References list. Reference record fields provide information on the primary representative, the corporate sponsor, and so on.
NOTE: Only these Activity Types appear in this view: Reference - Call, Reference - Testimonial, Reference - Visit .
To associate an activity with a reference
- Navigate to the References screen.
- In the References list, select the account associated with the activities, and then click the Activities view tab.
- In the Activities list, add a new record, and complete the fields.
For more information, see Activities.
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Siebel Sales User Guide Published: 18 April 2003 |