Siebel Consumer Goods Guide > Managing Accounts >

Associating Contacts with Accounts (End User)

End users can associate contacts with accounts.

This task is a step in Process of Managing Accounts.

To associate contacts with accounts

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the Name field hyperlink for an account, and click the Contacts view tab. In this view, you can:
   • Create new contacts.
   • View all contacts for an account.
   • Modify existing contacts.
   • Drill down on the Last Name field hyperlink for a contact to create activities for that contact and account.

     NOTE:  Before creating a new contact, make sure that the contact does not already exist by querying the All Contacts view. If the contact does not exist, you can enter a new contact from the All Accounts View or the All Contacts view and associate the contact with the appropriate account. For more information about querying, see Siebel Fundamentals.

For the procedure about creating and modifying contact information, see Siebel Applications Administration Guide.