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Enrolling a Customer for a Service in Siebel Energy (End User)

End users can enroll customers in a service offered by their company.

To enroll a customer for a service

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, click the name of the opportunity.
  3. Click the Price Comparison view tab.
  4. In the Price Comparison list, select a price comparison or generate a new price comparison.

    For instructions, see To generate a price comparison for a customer.

  5. Click Enroll.

    For an existing customer, Siebel Energy creates an order. For a new customer, the CSR is given the option to create an account before the order is created.

    For more information on the ordering process, see Siebel Order Management Guide Addendum for Industry Applications.

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