Siebel Customer Relationship Console User Guide > Working with Data >

Adding Records to Siebel CRC

You can add records through the Action drop-down list or by clicking the New button available on some of the customer session view tabs.

Valid actions are:

• Add a Service Request
• Add an Activity
• Add a Referral
• Add a Prospect

The New button is available on the following session tabs within a customer session:

• SRs (Service Requests)
• Activities
• Alerts