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Generating a Price Comparison
End users can collect billing information for an existing service, such as gas or electricity. Siebel eEnergy converts this data into an annual cost, which it can then compare against internal rates.
To generate a price comparison for a customer
- Navigate to the Opportunities screen.
- In the Opportunities list, select an existing record or add a new record and complete the necessary fields.
For more information about creating opportunities, see Opportunities.
- Click the Price Comparison view tab.
- In the Price Comparison list, click New.
Clicking New launches a SmartScript session with a series of questions to answer.
- Click Next until you have answered all the questions, and then click Finish.
Clicking Finish takes you back to the Price Comparison view in the Opportunities screen.
Some fields are described in this table.
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Siebel eEnergy Guide Published: 23 June 2003 |