Siebel Finance Guide > Managing Activities >

About Managing Activities

Activities are the duties, tasks, and actions performed to maintain relationships with customers. These customers are companies or individuals with which your company conducts business.

End users use these procedures to make appointments with customers, manage their My To Do List, assign an activity to a coworker, create a call list, and provide literature fulfillment by email.

This chapter describes the activity procedures and functionality that are specific to Siebel Finance. For more information about the Activities screen and about administrative tasks associated with the Activities screen, see Applications Administration Guide.

NOTE:  Only team members of the secured opportunity can view the activities that belong to secured opportunities.

Siebel Finance Guide