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

Adding and Updating Leads


To add a new lead or update existing lead information, complete the following procedure.

To add or update an existing lead

  1. Tap Leads in the application banner to display the Leads list.
  2. Update the existing Lead information as follows:
    1. Tap a lead in the Leads list.

      All lead details for the selected lead are displayed in the work area.

    2. Tap Edit, update the information as required, and then tap Save when finished.
  3. Add a new lead as follows:
    1. Tap the plus (+) icon in the work area.
    2. Enter the details for the new lead on the page that opens, then tap Save.

      The Description field is required and must be completed when adding new leads.

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