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Associating Accounts to Contacts with Siebel Medical Handheld

A contact can be associated to several accounts. For example, a surgeon can be affiliated to a group practice and several hospitals. You can keep track of all the accounts your contact is affiliated to in the Contact Affiliations view.

To associate an account to a contact

1. Navigate to the Contacts screen.

   The My Contacts list appears.

2. In the My Contacts list, select the contact to whom the opportunity will be associated.
3. From the Show drop-down list, choose Affiliations.
4. Tap in the Affiliations list, then tap the New Record button.

   The Pick Account list appears.

5. Select an Account, and Tap OK.