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Siebel Partner Relationship Management Administration Guide > Managing Your Partners > About Tracking Partner Information > Entering Partner Management ActivitiesYou often want to record activities that you perform to manage your partners, such as a telephone call you must make or a meeting you scheduled. You can list these activities on the Partners screen, Activities view. For more information about activities, see Siebel Applications Administration Guide. Activities you add in the Partners screen are generally for your own use. However, you can also assign them to your own employees or to partner employees by selecting an employee's name in the Assigned To field. To enter a partner management activity
Use the following procedure to work with partner management activities. To work with partner management activities
Entering Partner Management Activity PlansSiebel business Applications make it possible to create activity plans, which are templates that include lists of activities that are often performed in sequence. Using activity plan templates makes it easier to create complicated series of activities. If your company's Siebel Business Applications administrator has created these templates, you can use them through the Partner Activity Plans view. For example, you might often organize marketing events together with your partners. Organizing a marketing event requires a sequence of activities that are fairly standardized. You can create an event organization activity plan that includes these standard activities. When you want to organize an event, use this activity plan, and assign each activity in it to the person who is responsible for it. For more information about activity plan templates, see Siebel Applications Administration Guide. Generally, the activity plans that you add in the Partners screen are for your use. However, you can also assign these activities to your own employees or to partner employees by selecting an employee's name in the Activity record's Assigned To field. To enter a partner management activity plan
Use the following procedure to work with partner management activity plans. |
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