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

Adding or Updating Contacts for an Account

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

To add or update contacts for an account

1. Tap Accounts on the application banner to display the Accounts list.
2. Tap an account in the list.

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

3. Create a new contact for the account as follows:
   1. Tap Contacts in the work area, then the plus (+) icon.
   2. Enter the information for the new account contact on the New Contact 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 to an account 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 icon.
   3. Tap Save when finished.
5. Update an existing account 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.