Siebel CRM Siebel Mobile Guide: Connected Siebel Innovation Pack 2017, Rev. A E52426-01 |
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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:
"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. |
You can display contact details by using the Contacts list.
To display contact details
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
To view the related items for the selected contact, tap the following names in the list in the side 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".
Complete the following procedure to modify contact information.
To modify contact information
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Update an existing contact as follows:
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Tap the record field that you want to update, and update the field value.
You must navigate away from the record to save your changes to it.
Create a new contact as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new contact in the fields that appear, and then save the record.
Complete the following procedure to modify the opportunity information for a contact.
To modify the opportunity information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Update an existing contact opportunity as follows:
Tap Opportunities in the list in the side pane.
All opportunities associated with the contact appear in the Opportunities list in the main pane.
Tap the opportunity that you want to update.
Tap the record field that you want to update, and update the field value.
You must navigate away from the record to save your changes to it.
Add an existing opportunity to the contact as follows:
Tap Opportunities in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
Choose the opportunity on the list that appears, and then tap OK.
Create a new contact opportunity as follows:
Tap Opportunities in the list in the side pane, and then tap New (the double plus (++) icon) in the main pane.
Enter the information for the new opportunity in the fields that appear, and then save the record.
Complete the following procedure to modify the contact team information for a contact.
To modify the contact team information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Update an existing contact team as follows:
Tap Contact Team in the list in the side pane.
All team members associated with the contact appear in the Contact Team list in the main pane.
Tap the team member that you want to update.
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.
Add an existing person to the contact team as follows:
Tap Contact Team in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
Choose the person on the list that appears, and then tap OK.
Complete the following procedure to modify the address information for a contact.
To modify the address information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
All details for the selected contact appear after the list in the main pane.
Update an existing contact address as follows:
Tap Addresses in the list in the side pane.
All addresses associated with the contact appear in the Addresses list in the main pane.
Tap the address that you want to update.
Tap the record field that you want to update, and update the field value.
You must navigate away from the record to save your changes to it.
Add an existing address to the contact as follows:
Tap Addresses in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
Choose the address on the list that appears, then tap OK.
Create a new contact address as follows:
Tap Addresses in the list in the side pane, and then tap New (the double plus (++) icon) in the main pane.
Enter the information for the new address in the fields that appear, and then save the record.