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Adding Position Summary Information

The Position Summary view helps sales professionals identify Red Flags and Strengths to use in the opportunity. With this information, you can identify and track information needed to improve your competitive position.

To add position summary information

  1. Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity.
  2. Click the Strategic Selling view tab.
  3. From the Show drop-down list, choose Position Summary.
  4. In the Position Summary form, complete the Strengths and Red Flag fields.

    5. Strengths and Red Flags help you determine your strengths and weaknesses for closing this opportunity.

  5. In the Information Needed form, click New.
  6. In the new record, identify what information is needed, and designate a source for the information in the What and From Whom fields.

    7. NOTE:  Records in the Information Needed list also appear in the Activities list for the opportunity. The Activity Type is Information Needed.


 Siebel Sales User Guide 
 Published: 18 April 2003