This chapter describes how a portfolio manager can use the Portfolio Management Process (PMP) methodology in Siebel Business Applications to manage accounts and complex relationships with customers and partners. It includes the following topics:

• About the Portfolio Management Process
• Scenario for Managing a Portfolio
• Roadmap for Managing Portfolios
• Creating a Portfolio Plan
• Process of Segmenting Accounts
• Process of Analyzing the A Accounts
• Process of Analyzing B, C, and D Accounts
• Performing a Manager Review of a Portfolio Plan
• Adding Solutions to Portfolio Plans