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More Info |
Use this view to view some lead fields and to enter values in some of these fields. |
Accounts |
Use this view to associate existing account records with the lead and create a new account record. For more information, see Adding Accounts to Cases. |
Activities |
Use this view to create the follow-up tasks for the lead and to assign each task to a team member. For more information, see Managing Activities for Cases. |
Activity Plans |
Use this view to associate a predefined activity plan containing activities with the lead. For more information, see Managing Activities for Cases and Siebel Applications Administration Guide. |
Addresses |
Use this view to associate existing address records with the lead or create a new address record. For more information, see Adding Addresses to Cases. |
Assets |
Use this view to associate assets with the lead. |
Attachments |
Use this view to associate electronic files, such as documents, images, and other media, with the lead. For more information, see Adding Attachments to Cases. |
Cases |
Use this view to associate existing case records with the lead, create a new case record, and review the case history for the lead. For more information, see Creating Case Records. |
Contacts |
Use this view to associate existing contact records with the lead or create a new contact record. For more information, see Adding Contact Information to Cases. |
Diseases |
Use this view to associate a disease or medical condition with the lead. For more information, see Creating Disease Records. |
Evidence |
Use this view to associate existing evidence records with the lead or create a new evidence record. For more information, see Process of Managing Evidence Items. |
Groups |
Use this view to associate existing group records with the lead or create a new group record. For more information, see Creating Profiles for Groups. |
Subjects |
Use this view to add details about individuals who you have not yet definitely identified. For more information, see Adding Subject Information to Incidents. |
Sub-Lead |
Use this view to create lead records that are directly associated with the lead. You can drill down on the Lead Name field of a record in this view and add details to the sub-lead record in the same way that you add details to any lead record. |
Group Suspects |
Use this view to associate existing suspect records with the lead or create a new suspect record. For more information, see Creating Profiles for Group Suspects. |
Households |
Use this view to record details relating to a household rather than an individual. For example, if officers investigate a domestic disturbance at a household, then they can record information for that household rather than for an individual. For more information about households, see Siebel Applications Administration Guide. |
Incidents |
Use this view to associate existing incident records with the lead or create a new incident record. For more information, see Process of Managing Incident Reports. |
Notes |
Use this view to add other information to the lead record. For more information, see Adding Notes to Cases. |
Service Requests |
Use this view to initiate a request for action or service fulfillment for the lead. For more information about service requests, see Siebel Field Service Guide. |
Approvers |
Use this view to review the approvers that are listed in the approval template for the lead. For more information, see Reviewing Approvers for Leads. |