Siebel Sales User Guide > Activities >

Associating an Employee or Resource with an Activity


When you add an activity to your calendar, you may also want to have a record of individuals who participate in the activity, and available resources.

To associate an employee with an activity

  1. Navigate to the Activities screen, and in the Activities list, select the activity.
  2. Click the Participants view tab.
  3. In the Employees list, click New.
  4. In the Add Employees dialog box, select the employee, and then click OK.

To associate a contact with an activity

  1. Navigate to the Activities screen, and in the Activities list, select the activity.
  2. Click the Participants view tab.
  3. In the Contacts list, click New
  4. In the Add Contacts dialog box, select the contact, and then click OK.

To associate a resource with an activity

  1. Navigate to the Activities screen, and in the Activities list, select the activity.
  2. Click the Participants view tab.
  3. In the Add Resources list, click New.
  4. In the Resources dialog box, select the resource from the list, and then click OK.

Your application administrator creates and associates activity templates and activity plans with specific stages in the sales process. For more information about creating activity templates, see Applications Administration Guide.


 Siebel Sales User Guide 
 Published: 18 April 2003