Siebel Applications Administration Guide > Activity Plans and Sales Methods >

About Sales Methods

A sales method is an approach used in the sales process. The administrator sets up sales methods and sales stages that represent the organization's sales process. A method can encompass every stage associated with the sales process, from prospecting to forecasting to closing deals. You can set up as many methods and sales stages as your organization needs. Sales representatives can then use the method most appropriate for their opportunities.

Sales methods can differ even within one organization. For instance, a sales method for dealing with complex multimillion dollar opportunities might include as many as fifteen stages, while a sales method of a low dollar opportunity might require only four.

Sales methods and stages are associated with only activity templates and assessment templates of type Opportunity.

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