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Creating a Contact in Siebel Communications (End User)

End users must add contacts and verify that particular contacts are established customers. Their company might choose to use passwords for an additional level of verification.

End users can view all contact records that they create. If an end user adds a contact to an account or opportunity and that account or opportunity has an associated sales team, then members of the sales team can also view the contact. In a contact record, a sales team is also known as a contact access list.

Adding a Contact Record

To add a contact record in Siebel Communications, follow this procedure. For more information about adding contacts, see Siebel Applications Administration Guide.

To add a contact record

1. Navigate to the Contacts screen, then the Contacts List view.
2. Add a new record to the Contacts list, and complete the necessary fields in the record and the More Info form.
3. In the Account field, select one or more accounts in the dialog box.

   If multiple accounts are associated with this contact, then designate one account as the primary account by selecting the Primary field for that account.