Siebel Sales User Guide > Strategic Selling >

Adding Possible Actions

In the Possible Actions view, the sales team can brainstorm feasible actions for advancing an opportunity and then create an action plan based on Best Actions.

To add possible actions

  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 Possible Actions.
  4. In the Possible Actions list, click New.

    5. A new row appears in the Possible Actions list.

  5. In the new record, select the check box in the Best field to mark this action as best.

    6. All actions flagged as Best appear in the Best Actions view.

  6. In the What field, enter a description of the action.

Repeat Step 5 through Step 6 to enter all the best actions your sales team can accomplish.


 Siebel Sales User Guide 
 Published: 18 April 2003