Siebel eFinance Guide > Applications > Administrator Procedures >

Sales Method Creation and Modification

Sales methods consist of various stages from start to finish. Depending on the specific sales method, the stages can differ. The sales method should map to the product type. Each product type may have a different set of stages for review and approval. For example, depository products will not have an underwriting stage that credit products might. For information on creating a sales method and setting up sales stages, see Applications Administration Guide.


 Siebel eFinance Guide 
 Published: 20 October 2003