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Activities

Activities are the duties, tasks, and actions that must be performed to maintain relationships with customers. These customers are companies or individuals with which your company conducts business.

Using the procedures given in this chapter, end users will be able to make appointments with customers, manage their My To Do List, assign an activity to a coworker, create a call list, and provide literature fulfillment by email.

This chapter describes the activity procedures and functionality that are specific to Siebel eFinance. For more information about the Activities screen, see Siebel Call Center User Guide. For more information about administrative tasks associated with the Activities screen, see Applications Administration Guide.


 Siebel eFinance Guide 
 Published: 20 October 2003