Siebel Correspondence, Proposals, and Presentations Guide > Presentations >
Creating Presentations (End User)
Before end users can generate a draft of the presentation, they must create a presentation and associate the presentation with an opportunity or account. The following procedure explains how to create a presentation using the Opportunities screen. You can also use the Accounts screen.
This task is a step in Process of Generating Presentations (End User).
To create a presentation
- Navigate to the Opportunities screen, then the Opportunities List view.
- Drill down on the Opportunity Name field for the opportunity record.
- Click the Presentations view tab, and click Auto Presentation.
A presentation is automatically generated using the default template or the template for the decision issue associated with the opportunity.
NOTE: To generate a presentation using a different template, select a different template in the Template field of the presentation record.