Managing Contacts for Siebel Sales

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"

• "Modifying Contact Information"

• "Modifying Opportunity Information for a Contact"

• "Modifying Contact Team Information for a Contact"

• "Modifying Address Information for a Contact"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.

  
  

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.

   All details for the selected contact appear below the list in the work area.

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

   • Opportunities. Shows the opportunity information for the contact. For more information, see "Modifying Opportunity Information for a Contact".

   • Contact Team. Shows the contact team information for the contact. For more information, see "Modifying Contact Team Information for a Contact".

   • Addresses. Shows the address information for the contact. For more information, see "Modifying Address Information for a Contact".

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.

      All details for the selected contact appear below the list in the work area.

   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 in the fields that appear, and then save the record.

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.

   All details for the selected contact appear below the list in the work area.

3. Update an existing contact opportunity as follows:

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

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

      
      

      Note: You cannot directly create new contact opportunities using the double plus (++) icon in offline mode. In the case of child views where records are being associated, associating a downloaded opportunity with a selected contact using the plus (+) icon is supported in offline mode.

      
      

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.

   All details for the selected contact appear below the list in the work area.

3. Update an existing contact team as follows:

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

      All the team members associated with the contact appear in the work area, and all details for the selected contact appear above the Contact Team 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 can update only the Role field and Primary check box. You must navigate away from the record to save your changes to it.

      
      

      Note: You cannot update the Primary check box in offline mode. Primary check box functionality is not supported in the Siebel Mobile disconnected application for Siebel Sales.

      
      

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.

   All details for the selected contact appear below the list in the work area.

3. Update an existing contact address as follows:

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

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

      
      

      Note: You cannot directly create new address records for contacts in offline mode. In the case of child views where records are being associated, associating a downloaded address with a selected contact is supported in offline mode.