Siebel Healthcare Guide > Managing Companies >

Adding Companies and Investors (End User)

When end users identify a possible lead, the lead can be added as a company. Users can then begin to add and track information about the company.

To add a company or investor

1. Navigate to the Companies screen, then the Companies List view.
2. In the Companies form, click the show more button, add a record, and complete the necessary fields.
3. To specify a privacy level, in the Privacy Option field select one of the following:
   • Opt-In. Sharing of nonpublic personal information is allowed without restrictions.
   • Opt-Out - Affiliates. Sharing of nonpublic personal information with affiliates is not allowed.
   • Opt-Out - Third Party. Sharing of nonpublic personal information with third parties is not allowed.
   • Opt-Out - All Parties. Sharing of nonpublic personal information with any affiliate or third party is not allowed.

     United States law requires that financial institutions disclose their privacy policies regarding the sharing of non public personal information with third parties, and fair credit reporting, that impacts the sharing of non public personal information with affiliates. End users can specify a privacy level by making a selection from the Privacy Option field.

     The Privacy Option field is for registering the privacy level requested by the company; it does not impact record visibility in any way.

4. To identify the company as an investor, check the Investor box in the Company form.