Siebel Customer Relationship Console User Guide
What's New in This Release
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Overview
Key Features
Getting Started with the Siebel CRC
Access and Responsibilities
Web Browser Settings
Exiting the Siebel CRC
Understanding the Siebel CRC Layout
Siebel CRC Window Overview
Search
Contacts
Referrals
Action
Customer Session Navigation Buttons
Contact Photo
Contact Signature
Alerts Bar
Working with Data
Working with Records and Fields
Field Controls
Text Fields
Drop-Down Lists
Saving Data
Adding Records to Siebel CRC
Locating Information
Searching for Contacts and Starting a Customer Session
About Start Session
Customer Session Views
Querying for Session Information
Summary Session View
Special Offers
Alerts
Accounts Session View
Viewing Detailed Account Transaction Information
Offers Session View
Viewing Detailed Offer Information
Alerts Session View
Activities Session View
Service Requests (SRs) Session View
Adding Information
About Adding Data to Siebel CRC
Adding Service Requests
Creating Alerts
Adding Activities
Adding Prospects and Referrals
Entering Customer Responses to Offers
Query Operators
