Siebel Medical Handheld Guide > Using Siebel Medical Handheld >

Working with Contacts in Siebel Medical Handheld

This topic describes how to manage contact information using all of the views accessible from the drop-down list in the Contacts screen. A contact is typically a physician, nurse, hospital administrator, or lab technician, and so on. purchasing officer, nurse, physician, or hospital administrator. In a more general sense, a contact is any individual a medical device company deems significant to their business process.

Sales representatives use Siebel Medical Handheld to add and update contact profile information which may include adding new contacts, tracking affiliations between contacts and accounts, transcribing relevant notes, and tracking sales data.

Scenario for Managing Contacts in Siebel Medical Handheld

This scenario gives one example how you can use Siebel Medical Handheld to manage contacts. You might use Siebel Medical Handheld differently, depending on your business model.

At a trade show, a sales representative exchanges business cards with the people they meet. Instead of waiting until they return to their office, the sales representative uses Siebel Medical Handheld to enter essential contact information. When the sales representative returns to their office, they identify individuals that might be possible sources for leads.

As the sales representative works with each contact, the possibility of doing business—an opportunity—can arise. If so, the sales representative can then create an opportunity and associate contacts and activities with it to track important milestones and key players for closing the deal.

The following procedures related to managing contacts in Siebel Medical Handheld are included in this topic:

• Adding Contacts in Siebel Medical Handheld.
• Associating Accounts to Contacts with Siebel Medical Handheld
• Associating Contacts with Opportunities in Siebel Medical Handheld
• Adding Private or Shared Notes About a Contact in Siebel Medical Handheld