Displaying Contact Details
Here's how to view contact details using the Contacts list.
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.
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 Change Opportunity Information on a Contact.
Contact Team. Shows the contact team information for the contact. For more information, see Change Contact Team Information on a Contact.
Addresses. Shows the address information for the contact. For more information, see Change Address Information for a Contact.
Financial Accounts. Shows the financial account information for the contact. For more information, see View Financial Account Information on a Contact.
Notes. Shows the note information for the contact. For more information, see Change Note Information for a Contact.
Activities. Shows the activity information for the contact. For more information, see Change Activity Information on a Contact.
Recommendations. Shows the product recommendations for the contact as recorded by the Intelligent Advisor needs analysis. For more information, see the following:
Applications. Shows the application information for products for the contact. For more information, see Manage Application Information for a Contact.
In the Contacts list, tap the last name of a contact in the Last Name field.
In the Contact 360 View that appears, complete the following steps:
In the contact form applet, review additional details about the contact.
Some of the information in this form comes from fields in the non-mobile application for Siebel Financial Services.
In the Timeline applet, review a timeline of the activities that are associated with the contact.
In the timeline, the icons denote the activity types, and the dates and times denote the ending dates and times of the activities.
You can tap Activities in the side pane to view additional details about the activities in the timeline and about any other activities for the contact, and then tap Contact 360 View in the side pane to return to the Contact 360 View.
In the applet that contains tiles of opportunity records, review the opportunities associated with the contact.
In the opportunity tiles, the speedometers denote the win-probabilities, and available fields include: sales stage, account, revenue, and close date.
You can tap Opportunities in the side pane to view additional details about the opportunities in the tiles and about any other opportunities for the contact, and then tap Contact 360 View in the side pane to return to the Contact 360 View.
In the Needs Analysis applet, conduct an Intelligent Advisor needs analysis and initiate an application capture process for a product by completing the following steps in the following order:
Start the needs analysis as shown in Perform a Needs Analysis for a Contact.
Review product recommendations for the account as shown in View Product Recommendations for a Contact.
Start the application capture process for a product and then save or submit the application as shown in Apply for Products on a Contact.
Track applications for products, resume existing applications, and sign completed applications as shown in Manage Application Information for a Contact.