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

Adding or Updating Contacts for Activities


Complete the following procedure to add or update contacts for an activity.

To add or update contacts for an activity

  1. Tap Activities on the application banner to display the Activities list.
  2. Tap an activity in the list.

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

  3. Create a new contact as follows:
    1. Tap Contacts in the work area, then the plus (+) icon.
    2. Enter the information for the new Contact on the New Contacts page.

      The following fields are required and must be completed when adding new contacts: First Name and Last Name.

    3. Tap Save when finished.
  4. Add an existing contact as follows:
    1. Tap Contacts in the work area, then the Add (check mark) icon.
    2. Select the contact that you want to add, then tap the Add (check mark) icon.
    3. Tap Save when finished.
  5. Update an existing contact as follows:
    1. Tap Contacts in the work area, and then tap the contact that you want to update.
    2. Tap Edit, and update the contact information as required.
    3. Tap Save when finished.
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