1. Energy Guide
  2. Creating a Contact-Related Activity in Siebel Energy (End User)

Creating a Contact-Related Activity in Siebel Energy (End User)

End users can add, modify, or delete activities for a contact.

To add an activity to a contact

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. Drill down on the name of the contact.

  3. Click the Activities view tab.

  4. In the Activities list, add a record, and complete the necessary fields.