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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. Reference record fields provide information about the primary representative, the corporate sponsor, and so on. For more information about using the Calendar, see Siebel Fundamentals.

This task is a step in Process of Managing Accounts and References.

To associate an activity with a reference

  1. Navigate to the References screen, then the Reference List view.
  2. Drill down on the Stage field of a reference record.
  3. Click the Activities view tab.
  4. In the Activities list, create a new record, and complete the necessary fields.

    For more information, see Activities.

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