Siebel Finance Guide > Managing Activities >

About Managing Activities

Activities are the duties, tasks, and actions performed to maintain relationships with customers. These customers are companies or individuals with which your company conducts business.

End users use these procedures to make appointments with customers, manage their My To Do List, assign an activity to a coworker, create a call list, and provide literature fulfillment by email.

This chapter describes the activity procedures and functionality that are specific to Siebel Finance. For more information about the Activities screen and about administrative tasks associated with the Activities screen, see Siebel Applications Administration Guide.

NOTE:  Only team members of the secured opportunity can view the activities that belong to secured opportunities.

In addition to sharing activity information with members of a hierarchical organization such as My Team, users can also share such information with members of associated product groups in a matrix organization. For more information on establishing and using product group visibility, see Managing Product Group Visibility.