Siebel Life Sciences Guide > Managing Contacts in Life Sciences >
Indicating Affiliations Between Contacts
The Contacts Affiliations view allows end users to track referral relationships between contacts. Using this view, users can track:
- Referral or Referring Relationship. Users can specify whether a contact receives or gives referrals to other contacts.
- Influence of Contacts on One Another. Users can specify whether or not one contact influences another contact.
To indicate an affiliation between contacts
- Navigate to the Contacts screen, then the Contacts List.
- In the Contacts list, select a contact and drill down on the Last Name.
- Click the Affiliations view tab.
- To specify a referring relationship, in the Affiliations list, create a new record, and complete the necessary fields.
- To specify an influencing relationship, in the Influenced list, create a new record, and complete the necessary fields.
|