Bookshelf Home | Contents | Index | PDF |
Siebel Partner Relationship Management Administration Guide > Managing Design Programs > Roadmap for Managing a Design Program > Process of Setting Up a Design ProgramTo set up a design program, perform the following tasks:
This process is a step in Roadmap for Managing a Design Program. Configuring Design Opportunity StatusYou can configure the statuses associated with a design opportunity, and you can modify them to suit specific business requirements. You can rename the status values and their associated win probabilities. You can also specify whether a specific design opportunity status is treated as being open, won, or lost. This feature is important, because the values that you specify influence the approval process, revenue figures, and so on. Design opportunities use the status values associated with only two sales methods: design opportunity sales method and design opportunity won sales method. Therefore, limit your configuration changes to these two sales methods only. This task is a step in Process of Setting Up a Design Program. To configure a design opportunity status
Defining Design Opportunity ApproversDefine a list of users who must approve a design opportunity before the status changes to win. This task is a step in Process of Setting Up a Design Program. To define a design opportunity approver
You can also specify whether the approval process is sequential or parallel. In the sequential process, all listed users must approve. In the parallel process only one user must approve. For more information on the approval administration process, see Siebel Applications Administration Guide. Defining Design Registration ApproversDefine users or positions that must approve a design registration. This task is a step in Process of Setting Up a Design Program. |
Siebel Partner Relationship Management Administration Guide | Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |