Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Sales > Managing Leads for Siebel Sales >

Displaying Lead Details


You can display lead details by using the Leads list.

To display lead details

  1. Tap leads in the application banner to display the Leads list.
  2. Tap a lead in the list.

    All lead details for the selected lead are displayed in the work area. The lead details include the information shown in the following table.

    Item
    Description

    Menu button

    The following options are available when you tap the Menu button: About Record, Record Count, and Create Bookmark. For more information about using the Menu button, see Menu Button.

    New button

    Use this button to create a new lead. For more information, see Adding and Updating Leads.

    Edit button

    Use this button to edit the contact details. For more information, see Adding and Updating Leads.

    Lead Information

    Includes information about the lead, such as the lead name and address.

    Related lists

    The following related list is available for leads:

    Opportunities. Shows the opportunities for the lead. If required, tap Opportunities to add a new opportunity. For more information, see Adding or Updating Opportunities for a Lead and Converting a Lead to an Opportunity.

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