Use the Contact Edit page to add a contact or update details for an existing contact. The Contact Edit page shows the complete set of fields for a contact.
The following table provides additional information regarding some fields.
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Field
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Description
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Key Contact Information
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Account
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Account the contact is linked to.
NOTE: It is possible to link a contact to more than one account; see Linking Contacts to Multiple Accounts for more information.
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Opt In
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Used in the U.S. and Europe to indicate that a customer has explicitly chosen to participate in either their information sharing or marketing communications.
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Opt Out
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Used in the U.S. and Europe to indicate that a customer has explicitly chosen not to allow their information to be shared or has chosen not to receive marketing communications.
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Contact Detail Information
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Contact Type
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Contact's type, such as Prospect, Qualified Lead, Customer, Partner, and Competitor.
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Department
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Name of the department of the contact.
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Manager
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Name of the manager of the contact.
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Lead Source
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Lead source of the contact, such as Advertising, Billboard, Direct Mail, Event, Promotion, Referral, Tradeshow, Web, and Other.
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Source Campaign
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The campaign that generated the contact. This field is automatically populated during the lead conversion process or specified by the user when a new contact is created.
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Assistant Name
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Name of the contact's assistant.
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Assistant Phone #
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Phone number of the contact's assistant.
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Private
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Indicates that the contact is private and cannot be viewed by other users.
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Never Email
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Indicates that the contact does not want to receive email.
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Degree
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Default values are PHD, M.D., D.O., MBA, RN, R.T., Reg. Pharmacist, Master of Science, Dentist, LPN, and Master of Public Health. Specific to Siebel CRM On Demand Life Science Edition.
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Market Potential
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Default values are High, Medium, and Low. Specific to Siebel CRM On Demand Life Science Edition.
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Call Frequency
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Default values are No See, 1-2 Times/Year, 3-4 Times/Year, and >5 Time/Year. Specific to Siebel CRM On Demand Life Science Edition.
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YTD Sales
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Specific to Siebel CRM On Demand Life Science Edition.
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Route
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Default values are Route 1, Route 2, Route 3, and Route 4. Specific to Siebel CRM On Demand Life Science Edition.
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Last Call Date
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Specific to Siebel CRM On Demand Life Science Edition.
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Best Time to Call
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Indicates the best time of day to reach a contact. Default values are Early afternoon, Early morning, Evening, Late afternoon, Mid-morning, and Saturday. Specific to Siebel CRM On Demand Life Science Edition.
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Additional Information
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Account Address
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Primary address. Inherited from the account linked to the contact. Read only.
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Contact Address
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Alternate address of the contact.
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Owner
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Alias of the record owner. Generally, the owner can update record details, transfer a record to another owner, or delete the record. However, access levels can be adjusted to restrict or expand a user's access.
This value affects which records are included in reports you or your managers run (from Reports and Dashboard pages).
Each record has only one owner. However, contact records can be shared with other users through Contact Team or Account Team pages. For instructions, see Sharing Records (Teams).
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Modified By
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Name of the person who created or last updated the contact record, followed by the date and time of the update.
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Description
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Additional information about the contact. Limit of 2,000 characters.
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Available Section
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Current Investment Mix
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Default values are Aggressive, Moderate, and Conservative. Specific to Siebel CRM On Demand Financial Services Edition.
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Objective
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Default values are Capital Preservation, Income, Income/Growth, Balanced, Growth, Aggressive Growth, and International Diversification. Specific to Siebel CRM On Demand Financial Services Edition.
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Segment
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Default values are White Collar, Blue Collar, Rural/Farming, Mass Retail, Mass Affluent, High Net Worth, Penta-Millionaires, and Ultra High Net Worth. Specific to Siebel CRM On Demand Financial Services Edition.
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Experience Level
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Default values are None, Limited, Good, and Extensive. Specific to Siebel CRM On Demand Financial Services Edition.
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Risk Profile
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Default values are Conservative, Moderate, Aggressive. Specific to Siebel CRM On Demand Financial Services Edition.
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Primary Goal
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Default values are Saving for child's education, Saving for College, New Home, Accumulating wealth, Estate planning, Preserving my assets, and Retirement. Specific to Siebel CRM On Demand Financial Services Edition.
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Life Event
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Default values are Marriage, Birth of Child, Retirement, Divorce, and Other. Specific to Siebel CRM On Demand Financial Services Edition.
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Investment Horizon
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Default values are Short term, Medium term, and Long term. Specific to Siebel CRM On Demand Financial Services Edition.
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Tier
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Default values are Gold, Silver, Bronze, Top 100, Top, Medium, and Low. Specific to Siebel CRM On Demand Financial Services Edition.
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Total Liabilities
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Specific to Siebel CRM On Demand Financial Services Edition.
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Total Net Worth
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Specific to Siebel CRM On Demand Financial Services Edition.
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Total Income
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Specific to Siebel CRM On Demand Financial Services Edition.
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Total Assets
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Specific to Siebel CRM On Demand Financial Services Edition.
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Total Expenses
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Specific to Siebel CRM On Demand Financial Services Edition.
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Credit Score
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Specific to Siebel CRM On Demand Financial Services Edition.
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Marital Status
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Default values are Single, Divorced, Married, Partner, Separated, Widowed, and Widower. Specific to Siebel CRM On Demand Financial Services Edition.
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Own or Rent
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Default values are Own or Rent. Specific to Siebel CRM On Demand Financial Services Edition.
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Home Value
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Specific to Siebel CRM On Demand Financial Services Edition.
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Date of Birth
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Specific to Siebel CRM On Demand Financial Services Edition.
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Tax Bracket
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Specific to Siebel CRM On Demand Financial Services Edition.
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Customer ID
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Specific to Siebel CRM On Demand Financial Services Edition.
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Gender
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Default values are F and M. Specific to Siebel CRM On Demand Financial Services Edition.
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Self-Employed
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Specific to Siebel CRM On Demand Financial Services Edition.
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