Bookshelf Home | Contents | Index | Search | PDF

Siebel Partner Relationship Management Administration Guide > Sharing Data With Partners > Sharing Transactional Data with Partners >

Assigning Activities to a Partner

---

Managers can assign activities to employees and view their activities. A channel manager at the brand owner company can assign activities to partners in the same way that managers assign activities to employees of their own company. Partners can also add activities, and the activities are visible to their channel manager at the brand owner company.

Depending on your company's business model, you can assign activities to partner employees or just view the activities that they enter.

For more information about working with activities, see the chapter on activities in Applications Administration Guide.

NOTE:  Generally, you do not use the Activities view of the Partner screen to assign activities to partners. This view is generally used to enter your own activities for your work with the partner company.

To assign an activity to a partner employee

Navigate to the Activities screen.
From the Show drop-down list, choose All Activities.
If you want to create a new activity to assign to the partner employee, in the Activities list, click menu, then click New Record to add a new record to the list, and enter the details of the activity. If you want to assign an existing activity to the partner employee, in the Activities list, select the activity.
In the More Info form for the activity, click the select button of the Employees field.

The Employees dialog box appears.

Click New.
In the Add Employees dialog box, select the partner employee to whom you want to assign the activity, and click OK.

The employee is added to the list of employees.

In the Employees dialog box, click OK.

To work with the activities of a partner

Track a partner employee's activities by doing a query on the Employees field to display that employee's activities. Then you can sort on the Due field to display the activities in chronological order.
Modify a record by selecting a field and changing the information.
Delete a record by selecting it, clicking the menu button, then clicking Delete Record.

Bookshelf Home | Contents | Index | Search | PDF