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Viewing and Creating Applications (End User)

The Siebel Finance Applications screen provides access to consumer and small-business applications. The Applications list displays information about applications, such as applicant address, phone number, and application stages. End users can use the Applications screen to locate, view, and update applications.

To access the Applications view from the Contacts screen

1. Navigate to the Contacts screen > Contacts List view.
2. In the Contacts list, drill down on the desired contact.
3. Click the Applications view tab.
4. To view more detailed information about an application, in the Applications list, drill down on the application Name link.

To access the Applications view from the Companies screen

1. Navigate to the Companies screen > Companies List view.
2. In the Companies list, drill down on the desired company.
3. Click the Applications view tab.

   The Applications list displays applications associated with the selected company.

4. To view more detailed information about an application, in the Applications list, drill down on the application Name link.

To create an application

1. Navigate to the Applications screen > Application List view.
2. In the More Info form, add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Product Name	Indicates the product or products for this application.
   Stage	Indicates the application status. This value changes according to the Method selection.

   NOTE:  Only those with the required administrative responsibilities, such as Siebel administrators, can set the Sales Stage and Sales Method values in the Siebel Assistant Administration screen, Sales Method view. For more information, see Applications Administration Guide.