Siebel Life Sciences Guide > Managing Account Contacts in Life Sciences > Managing Account Contacts >
Creating Account-Contact Target List Records Manually
Once a Target Period has been successfully activated, each Sales Representative will be able to view their list of Account-Contact-Targeting Product records for the current Targeting period in the Accounts Contacts list view. A user can also manually create new target list records for Account - Contact affiliations in the Accounts Contacts list. To create a target list for account-contact affiliations
- Navigate to the Accounts Contacts, then the Accounts Contacts List view.
- In the Accounts Contacts list, create a new record and complete the necessary fields.
Some fields are described in the following table.
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New |
Indicates when a new Account Contact record is created for the current position. |
Sales Rep |
The sales representative to whom this account contact is associated. |
Account Name |
From the Pick Account Contact dialog, select the appropriate Account - Contact Affiliation. NOTE: Only affiliations where the Sales Representative's Position on both the Account and Contact teams will be displayed in this dialog.
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Account Location |
The location of the account contact. |
Contact Primary Speciality |
Primary speciality of the contact. |
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