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Siebel Remote and Replication Manager Administration Guide > Setting Up Mobile Web Clients > Using Routing Models >
Analyst
Users assigned the Analyst routing model work at research firms. The information that is routed to users assigned to the Analyst model includes Contacts, Accounts, Assets, Service Requests, and Quotes. The analysts also receive Activities, but only those activities that are related to Quotes, Opportunities, or Service Requests. An analyst also is routed Project Items such as the Team Workbook, Time and Expense, and Time sheets. The views associated with this model include the following:
- Contacts
- Contact entitlements
- Agreements for Accounts
- Agreements for Contacts
- Orders for an account
- Assets
- Quotes for an account
- Activities for orders
- Activities for quotes
- Activities for assets
- Activities for opportunities
- Payments
- Service Requests
- Customer Surveys
- My Opportunities
- Price Lists
- Expense Reports
- Expenses
If on the Project Team:
- ProjectItems
- TeamWorkbook
- Time & Expenses
- TimeSheets
- Expenses
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Siebel Remote and Replication Manager Administration Guide, Version 7.5, Rev. A Published: 18 April 2003 |