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Siebel Finance Guide > Opportunities > Managing Deals in Siebel FinanceThe deal management end user tasks detailed in this section can be performed from any of the Opportunities views. In Siebel Finance, the availability of certain views and functionality can be limited according to each user's responsibilities. As a result, the views that appear may vary from those documented here. The primary deal team member, and occasionally the primary's manager, act as the deal administrator. To add a new deal, end users create a new opportunity in the Opportunities screen. For more information, see To add an opportunity. NOTE: Deals can also be added from the Opportunities Administration view. The deal primary members and their managers can restrict other deal team and non-deal team members' visibility to a deal by securing it. Securing a deal also secures the deal activities associated with the deal. To make sure end users have visibility to the deals and activities, they must be added to both the deal team and the activities team. For information on adding and deleting deal team members, see To add or delete members of the sales team for an opportunity.
NOTE: Administrators can secure deals from the Opportunities Administration view. To change the primary deal team member
NOTE: The primary deal team member can be changed only by the primary's manager in the My Team's Opportunities view or the Opportunities Administration view. This can be overridden by a specific BC user property - MVG Set Primary Restricted: visibility_mvlink_name. See Siebel Developer's Reference for additional details. To create a new activity plan for a deal
To create a new activity and assign a deal team member
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Siebel Finance Guide |