Siebel Sales User Guide > Enterprise Selling Process >

Viewing an ESP Manager's Review

The sales manager uses the Manager's Review view to enter an assessment of the sales professional's ESP account plan. The manager can add comments in the Manager's Review, which includes the date of each review. The sales representative and other nonmanagers have read-only access to this view.

To view a manager's review

  1. Navigate to the Accounts screen, and in the Accounts list, select the account.
  2. Click the Enterprise Selling Process view tab.
  3. In the ESP view, select Manager's Review from the Show drop-down list.

 Siebel Sales User Guide 
 Published: 18 April 2003