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Siebel CRM Siebel Mobile Guide: Connected
Siebel Innovation Pack 2014 Rev. A
E52426-01
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Managing Contacts for Siebel Finance

A contact is an individual with whom your company conducts business or expects to conduct business in the future. It can be an employee of another company, an independent consultant, a vendor, or an acquaintance.

The following procedures related to contacts and contact management are included in this topic:

Displaying Contact Details

You can display contact details by using the Contacts list.

To display contact details 

  1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

    • The Contacts list and details for the selected contact in the right pane or work area.

    • A list in the left pane in which you can select the related items for contacts.

  2. Tap a contact in the Contacts list.

  3. To view the related items for the selected contact, tap the following names in the list in the left pane:

  4. Tap the last name of a contact in the Contacts list.

  5. In the Contact 360 View that appears, complete the following steps:

    1. In the contact form applet, review additional details about the contact.

      Some of the information in this form comes from fields in the non-mobile application for Siebel Finance.

    2. In the Timeline applet, review a timeline of the activities that are associated with the contact.

      In the timeline, the icons denote the activity types, and the dates and times denote the ending dates and times of the activities.

      You can tap Activities in the left pane to view additional details about the activities in the timeline and about any other activities for the contact, and then tap Contact 360 View in the left pane to return to the Contact 360 View.

    3. In the applet that contains tiles of opportunity records, review the opportunities associated with the contact.

      In the opportunity tiles, the speedometers denote the win-probabilities, and available fields include: sales stage, account, revenue, and close date.

      You can tap Opportunities in the left pane to view additional details about the opportunities in the tiles and about any other opportunities for the contact, and then tap Contact 360 View in the left pane to return to the Contact 360 View.

Performing Needs Analysis for Contacts

You perform a needs analysis for a contact to record information about the contact. However, you do not automatically create a financial application when you perform a needs analysis.

To perform a needs analysis for a contact 

  1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

    • The Contacts list and details for the selected contact in the right pane or work area.

    • A list in the left pane in which you can select the related items for contacts.

  2. Tap the last name of a contact in the Contacts list.

  3. In the Contact 360 View that appears, complete the following steps:

    1. In the Needs Analysis applet, select a type of analysis.

      For example, select Savings.

    2. Tap Start New.

    3. Complete the fields in the applet for needs analysis form of the contact.

    4. Tap Next to navigate to the form fields in additional applets.

      After you complete all necessary form fields, an applet appears showing information about the products for which the contact qualifies.

    5. Tap the check box for the appropriate products, and then tap Close.

      The Financial Applications screen appears.

Modifying Contact Information

Complete the following procedure to modify contact information.

To modify contact information 

  1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

    • The Contacts list and details for the selected contact in the right pane or work area.

    • A list in the left pane in which you can select the related items for contacts.

  2. Update an existing contact as follows:

    1. Tap a contact in the Contacts list.

    2. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

  3. Create a new contact as follows:

    1. Tap the plus (+) icon in the work area.

    2. Enter the information for the new contact on the form that appears, and then tap the save icon when finished.

Modifying Opportunity Information for a Contact

Complete the following procedure to modify the opportunity information for a contact.

To modify the opportunity information for a contact 

  1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

    • The Contacts list and details for the selected contact in the right pane or work area.

    • A list in the left pane in which you can select the related items for contacts.

  2. Tap a contact in the Contacts list.

  3. Update an existing contact opportunity as follows:

    1. Tap Opportunities in the list in the left pane.

      All opportunities associated with the contact appear in the work area, and all details for the selected contact appear above the list in the work area.

    2. Tap the opportunity that you want to update.

    3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

  4. Add an existing opportunity to the contact as follows:

    1. Tap Opportunities in the list in the left pane, and then tap the plus (+) icon in the work area.

    2. Choose the opportunity on the list that appears, and then tap OK.

  5. Create a new contact opportunity as follows:

    1. Tap Opportunities in the list in the left pane, and then tap the double plus (++) icon in the work area.

    2. Enter the information for the new opportunity on the form that appears, and then tap the save icon when finished.

Modifying Contact Team Information for a Contact

Complete the following procedure to modify the contact team information for a contact.

To modify the contact team information for a contact 

  1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

    • The Contacts list and details for the selected contact in the right pane or work area.

    • A list in the left pane in which you can select the related items for contacts.

  2. Tap a contact in the Contacts list.

  3. Update an existing contact team as follows:

    1. Tap Contact Team in the list in the left pane.

      All contact teams associated with the contact appear in the work area, and all details for the selected contact appear above the list in the work area.

    2. Tap the team member that you want to update.

    3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

  4. Add an existing person to the contact team as follows:

    1. Tap Contact Team in the list in the left pane, and then tap the plus (+) icon in the work area.

    2. Choose the person on the list that appears, and then tap OK.

Modifying Address Information for a Contact

Complete the following procedure to modify the address information for a contact.

To modify the address information for a contact 

  1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

    • The Contacts list and details for the selected contact in the right pane or work area.

    • A list in the left pane in which you can select the related items for contacts.

  2. Tap a contact in the Contacts list.

  3. Update an existing contact address as follows:

    1. Tap Addresses in the list in the left pane.

      All addresses associated with the contact appear in the work area, and all details for the selected contact appear above the list in the work area.

    2. Tap the address that you want to update.

    3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

  4. Add an existing address to the contact as follows:

    1. Tap Addresses in the list in the left pane, and then tap the plus (+) icon in the work area.

    2. Choose the address on the list that appears, then tap OK.

  5. Create a new contact address as follows:

    1. Tap Addresses in the list in the left pane, and then tap the double plus (++) icon in the work area.

    2. Enter the information for the new address on the form that appears, and then tap the save icon when finished.

Viewing Financial Account Information for a Contact

Complete the following procedure to view the financial account information for a contact. You cannot modify financial account information for a contact.

To view the financial account information for a contact 

  1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

    • The Contacts list and details for the selected contact in the right pane or work area.

    • A list in the left pane in which you can select the related items for contacts.

  2. Tap a contact in the Contacts list.

  3. Tap Financial Accounts in the list in the left pane.

    All financial accounts associated with the contact appear in the work area, and all details for the selected contact appear above the list in the work area.

  4. Tap the financial account that you want to view.

Modifying Note Information for a Contact

Complete the following procedure to modify the note information for a contact.

To modify the note information for a contact 

  1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

    • The Contacts list and details for the selected contact in the right pane or work area.

    • A list in the left pane in which you can select the related items for contacts.

  2. Tap a contact in the Contacts list.

  3. Update an existing contact note as follows:

    1. Tap Notes in the list in the left pane.

      All notes associated with the contact appear in the work area, and all details for the selected contact appear above the list in the work area.

    2. Tap the note that you want to update.

    3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

  4. Create a new contact note as follows:

    1. Tap Notes in the list in the left pane, and then tap the plus (+) icon in the work area.

    2. Enter the information for the new note on the form that appears, and then tap the save icon when finished.

Modifying Activity Information for a Contact

Complete the following procedure to modify the activity information for a contact.

To modify the activity information for a contact 

  1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

    • The Contacts list and details for the selected contact in the right pane or work area.

    • A list in the left pane in which you can select the related items for contacts.

  2. Tap a contact in the Contacts list.

  3. Update an existing contact activity as follows:

    1. Tap Activities in the list in the left pane.

      All activities associated with the contact appear in the work area, and all details for the selected contact appear above the list in the work area.

    2. Tap the activity that you want to update.

    3. Tap the record field that you want to update, and update the field value.

      You might not be allowed to update all fields in the record. You must navigate away from the record to save your changes to it.

  4. Create a new contact activity as follows:

    1. Tap Activities in the list in the left pane, then tap the plus (+) icon in the work area.

    2. Enter the information for the new activity on the form that appears, and then tap the save icon when finished.