Adding a Contact

When a sales representative identifies an individual as a possible source for leads, that individual’s information is added to Siebel Sales as a contact. Team members can access this contact information while they are working on potential business opportunities.

A contact team is a group of employees or partners who can view the contact information in the My Contacts view. If you work in a Mobile Web Client environment and are a member of the contact team, then the contact information is downloaded to your local database the next time you synchronize.

Use the following procedure to create a contact record.

To add a contact

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

    A contact record appears on the My Contacts view only if you are on the contact team for the contact.

  2. In the Contacts List, create a new record, and complete the necessary fields.

    Some fields are described in the following table.

    Field Comments

    Last Name

    Type the contact’s last name.

    First Name

    Type the contact’s first name.

    Account

    Select the account with which the contact is associated.

    Contact Method

    Select the contact’s preferred method of interaction. Default values include Email, Fax, Pager, and Phone.

    Job Title

    Type the contact’s professional title.

    Household Status

    Displays the status of the household to which the contact is affiliated.

    Organization

    Select the organizations for the contact. You can associate multiple organizations with a contact, but your organization is the default organization. Your system administrator sets up organizations for your application.

    Middle Initial

    Type the contact’s middle initial.

    Manager Last Name

    Select the manager’s last name. This field must have a value before you can perform an organizational analysis.

    Account Status

    Displays the status of the account with which the contact is associated.

  3. Drill down on the Last Name field of the record, and navigate the More Info view to complete more fields.

    Some fields are described in the following table.

    Field Comments

    Do Not Call

    Select the check box to indicate to not telephone the contact.

    Do Not Email

    Select the check box to indicate to not send email to the contact.

    Do Not Mail

    Select the check box to indicate to not send mail to the contact.

    Send Email Updates

    Select the check box to indicate that the contact wants to receive email updates about products and services.

    Comments

    Type any additional information associated with the contact.

    Contact Status

    Select the status of the contact. Examples are Active, Qualified, Marked for Deletion.

    Households

    Select the households with which the contact is affiliated. Households allow you to track and target contact affiliations, and often these contacts share an address. For more information about households, see Households.

    Contact Team

    Select the employees for the contact team. This field displays a default value that is based on your user ID. After you create a contact, you are automatically listed as the primary team member. You can add individuals to the contact team by selecting them from the employee list. Only a manager or administrator can change the primary contact team member, or can delete the primary contact team member.

    Global Owner

    Select the name of the team member who is the global account owner. In cases of multinational or global companies, this field designates one main account team member to oversee the account.

    Registration Source

    Displays a value for how the contact was registered. For example, the contact might have been registered at a particular marketing event.

    Price List

    Select the price list associated with the contact.

    Disable Cleansing

    Select the check box to not permit data cleansing.

    Sync List

    Select the user IDs of users who synchronize the contact with a personal information manager (PIM) such as Lotus Notes or Microsoft Outlook. This field requires Siebel Server Sync.

    Sync

    Displays a check to indicate the user has included the contact record in the user’s Sync List. This field requires Siebel Server Sync.

    Lock Assignment

    Select the check box to lock the contact team assignment from reassignment by Siebel Assignment Manager.

    Employee Flag

    Displays a check to indicate that the contact is an employee of your company.

    Time Zone

    Select the time zone in which the contact works or lives.