Adding Details to Lead Records

Numerous views allow members of the case team to add supporting documentation and activities to a lead record.

This task is a step in Process of Managing Lead Information.

To add details to a lead record

1. Navigate to the Leads screen, then the Lead List view.

2. Drill down on the Lead Name field of the lead record.

3. Navigate to the appropriate view, and create a new record.

   The following table describes some of the views.

   View	Description
   More Info	Use this view to view some lead fields and to enter values in some of these fields.
   Accounts	Use this view to associate existing account records with the lead and create a new account record. For more information, see Adding Accounts to Cases.
   Activities	Use this view to create the follow-up tasks for the lead and to assign each task to a team member. For more information, see Managing Activities for Cases.
   Activity Plans	Use this view to associate a predefined activity plan containing activities with the lead. For more information, see Managing Activities for Cases and Siebel Applications Administration Guide.
   Addresses	Use this view to associate existing address records with the lead or create a new address record. For more information, see Adding Addresses to Cases.
   Assets	Use this view to associate assets with the lead.
   Attachments	Use this view to associate electronic files, such as documents, images, and other media, with the lead. For more information, see Adding Attachments to Cases.
   Cases	Use this view to associate existing case records with the lead, create a new case record, and review the case history for the lead. For more information, see Creating Case Records.
   Contacts	Use this view to associate existing contact records with the lead or create a new contact record. For more information, see Adding Contact Information to Cases.
   Diseases	Use this view to associate a disease or medical condition with the lead. For more information, see Creating Disease Records.
   Evidence	Use this view to associate existing evidence records with the lead or create a new evidence record. For more information, see Process of Managing Evidence Items.
   Groups	Use this view to associate existing group records with the lead or create a new group record. For more information, see Creating Profiles for Groups.
   Subjects	Use this view to add details about individuals who you have not yet definitely identified. For more information, see Adding Subject Information to Incidents.
   Sub-Lead	Use this view to create lead records that are directly associated with the lead. You can drill down on the Lead Name field of a record in this view and add details to the sub-lead record in the same way that you add details to any lead record.
   Group Suspects	Use this view to associate existing suspect records with the lead or create a new suspect record. For more information, see Creating Profiles for Group Suspects.
   Households	Use this view to record details relating to a household rather than an individual. For example, if officers investigate a domestic disturbance at a household, then they can record information for that household rather than for an individual. For more information about households, see Siebel Applications Administration Guide.
   Incidents	Use this view to associate existing incident records with the lead or create a new incident record. For more information, see Process of Managing Incident Reports.
   Notes	Use this view to add other information to the lead record. For more information, see Adding Notes to Cases.
   Service Requests	Use this view to initiate a request for action or service fulfillment for the lead. For more information about service requests, see Siebel Field Service Guide.
   Approvers	Use this view to review the approvers that are listed in the approval template for the lead. For more information, see Reviewing Approvers for Leads.