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Siebel eFinance Guide > Financial Needs Analyses > End-User Procedures >
Performing a General Needs Analysis for a Contact
Needs analysis sessions for contacts can be performed for the following product types:
After entering specific details in the selected Needs Analysis view, end users can prompt Siebel eFinance to recommend the best product or service for a contact.
To perform a general needs analysis for a contact
- Navigate to the Contacts screen.
- From the Show drop-down list, select My Contacts.
- In the Contacts list, select a contact.
NOTE: If the contact does not exist, add it. For more information about adding contacts, see Adding Contacts.
- Click the Needs Analysis view tab.
- From the Show drop-down list, select a type of needs analysis.
- In the Needs Analysis form, add a record and complete the necessary fields.
- To use a script to help determine values to enter, click Script.
- In the SmartScript list, drill down on the Name hyperlink for the script you want.
- Complete the questions as prompted, and click Finish.
- (Optional) Click the Recommend button to generate a recommendation.
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Siebel eFinance Guide Published: 20 October 2003 |