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Siebel Target Account Selling (TAS) consists of eight views that automate the steps in the TAS methodology. The TAS Initial Plan report and the TAS Opportunity Plan report can be generated from the TAS module.
The TAS Opportunity Plan template is available with Siebel Proposal Generator (a separately licensed module), which automatically creates the Opportunity Plan using Microsoft Word. The tasks associated with the Target Account Selling views describe how to use the Target Account Selling module.
While you are in a view, click Reports to see a list of the available preconfigured reports for the data in that view. From the list you can access individual reports. For more information about reports, see Siebel Reports Guide.
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