Siebel Marketing User Guide > Managing Lists > Process of Viewing and Maintaining Lists >

Displaying Lists of Contacts or Prospects


You can view the list members and details about them in several ways. If you know the name of the list, then you can start at the Lists view. To display other lists a contact or prospect might be on, you can also start at the Contacts or Prospects List view.

Displaying a Contact or Prospect List from the Lists View

The following procedure shows how to display a contact or prospect list from the Lists view.

To display a contact or prospect list from the Lists view

  1. Navigate to the List Management screen, then the Lists view.
  2. In the Lists list, select the list record.
  3. Click the list name.

    The List Contacts and Prospects view appears. This view shows the contacts or prospects on the list you selected. If the Contact column is checked, then the person is a contact. In addition, the person's name appears either in the Contact Last Name or Prospect Last Name column to further identify if the person is a contact or prospect.

  4. Click the Last Name, and one of the following views appears:
    • If you clicked a Contact name, then the Contacts List view appears, with the Activities view tab selected.
    • If you clicked a Prospect name, then the Prospects view appears in the List Management screen, with the More Info view tab selected.

Displaying Contact or Prospect Information from the Contacts or Prospects Lists View

The following procedure shows how to view contact or prospect information from the Contacts or Prospects List view.

To view contact or prospect information from the Contacts or Prospects List view

  1. Navigate to the List Management screen, then the Lists view.
  2. From the List Management link bar, click Contacts or Prospects.

    Depending on which you chose, the Prospect List view or Contact List view appears.

  3. Select the record of the Contact or Prospect you are interested in.
  4. Click the Last Name, and one of the following views appears:
    • If you clicked a Contact name, then the Contact Detail view appears, with the Activity view tab selected.
    • If you clicked a Prospect name, then the Prospective Contact Market Segment view appears, with the Prospect Additional Attributes view tab selected.
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