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Scenario for Working with an Activity That Is Associated with an Opportunity

This scenario gives one example of how you might use Siebel CRM Desktop with an activity that is associated with an opportunity. You might use Siebel CRM Desktop differently, depending on your business model.

On Friday afternoon, a sales manager reviews the Big Deal opportunity and realizes that it has been inactive for some time. The Manager does the following work in native Microsoft Outlook to assign the task to a sales representative:

• Create a new Microsoft Outlook task
• Associate the relevant opportunity to the task and complete other details of the task
• Send the task to the assigned owner

On Monday, the representative uses Microsoft Outlook to view opportunities. The representative examines the opportunity and notices the new activity, notices the assignor, and realizes that the demonstration must be revised. To examine more information the representative can drill down on the activity record. On Thursday, the representative finishes revising the demonstration and changes the activity status to Done.