An activity is a task or event that is generally performed for a contact, an account, or an opportunity. You can track various categories of activity requiring different levels of complexity, from a phone call to replacing a machine part. Based on the type of activity you are creating or viewing, all or just a subset of the Activities views will be relevant. Contact Management - Efficiently manage your personal and business contacts by recording and tracking contact information, creating lists of contacts, and recording all activities associated with contacts. Share calendars among team members.
Agents also have easy access to detailed profiles for each customer contact.
Unlike contact managers that merely display the base identity of a contact, Front Office allows agents to focus on high value prospects by graphically indicating each contact s influence within their own organization. Front Office agents can quickly find current and historical activity for any account. Sales professionals are able to better understand target accounts, track product delivery, and establish new opportunities. The integration of Microsoft Outlook with Siebel Workgroup Applications allows you to synchronize calendar, activity, and contact information between the two applications. Any calendar, activity, or contact information that is available in one application can be available in the other.