You must print it from the Organization Map view using the right-click menu. Table 8. Level of Influence Shading for Contacts. Navigate to the Opportunities screen, and in the Opportunities list, select an opportunity.
Click the Target Account Selling view tab. From the Show drop-down list, choose Organizational Analysis. In the Organization Map view, click New. In the Add Contacts dialog box, click New. In the Contact form, complete the fields, and then click Save.
In the Add Contacts dialog box, select the contact or contacts you want to add, and then click OK. Complete the fields to analyze the contact. In the view drop-down list toggle, select Organization Map.
Select the contact node and drop it on top of the contact node that represents the contact's manager. Repeat this procedure for each contact until you have completed the organization chart. Developer's Reference. Developing and Deploying Siebel Business Applications. Enterprise Integration Manager Administration Guide.
High Tech and Industrial Manufacturing Guide. Installation Guide for Microsoft Windows , Rev. Life Sciences Portals Guide. Loyalty Administration Guide. Marketing Installation and Administration Guide. Mobile Guide: Disconnected.
Order Management Guide Addendum for Communications. Order Management Infrastructure Guide. Overview: Siebel Enterprise Application Integration. Partner Relationship Management Administration Guide. Personalization Administration Guide. Activities can be grouped into lists and activity templates created for use across the company. Using activities, you can assess the investment in time and resources to maintain and grow account relationships.
Sales managers also have a record of the activities of their sales representatives as they manage account relationships. Sales teams can use activities to avoid duplicating efforts across the team, and to share information about pending and completed activities. For more information, see Fundamentals. If the activity should appear in the calendar as well as the activities list, choose Calendar and Activities in the Display In field, and make sure that the activity has a start time.
Field Comments Account The account associated with the activity. Activity A default, application-generated number. Alarm The Alarm check box sets the activity reminder. A reminder dialog box appears when the activity is due. You can either set an alarm for an individual activity, or you can set a default alarm for all your activities. Audience A list of values established by your company that allows you to specify which audiences can view the activity.
Examples of values are employees, partners, and customers. Billable A check box which when selected, indicates the activity is a revenue-generating event. Category A list of values established by your company that allows you to specify a category for the activity. Service related activities are often created by one individual such as a call center agent and completed by another such as a service repair representative.
Consequently, when a service related category value is selected such as Diagnostic, Field Engineer Activity, Preventative Maintenance or Other , the owner of the activity is deleted so that the activity is unassigned. The user can then reassign the activity by adding a new value to the owner field. If the customer is using Siebel Assignment Manager, the activity is automatically reassigned. Comments A text field for activity notes and information to be shared by the team.
Cost Estimate The monetary value associated with the activity estimate. Created The date and time the activity was created. Description A text entry field that can be used for additional information about the activity. Display In A field that determines where an activity appears.
If, for example, you want an activity to appear in your calendar, you must set the Display In field to Calendar and Activities. Due An editable date field that displays a date and time by which the activity must be completed. Duration A list of values established by your company that allows you to choose the duration of an activity.
Default values are in minute segments, for example 5, 10, 15, and
0コメント