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Siebel Partner Relationship Management Administration Guide > Reporting on Partner Performance > Using Assessments to Evaluate Partner PerformanceAssessments give you a quick way to evaluate the performance of partner companies based on the criteria that you specify. First, your Siebel business Applications administrator must create one or more assessment templates that specify the factors to use to evaluate the partner. You can then attach a template to the partner's record and see how well the partner scores. You can use assessments to evaluate accounts, opportunities, and contacts based on the criteria in the assessment template. You can define any criteria that meet your needs. For information about creating assessment templates, see the topics on setting up assessment templates in Siebel Applications Administration Guide. To enter a partner company assessment
Use the following procedures to work with partner assessments. |
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