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Viewing a Partner's Quotes

Partner employees enter quotes in Siebel PRM through the Web. Partner relationship managers at the brand owner company can see quotes that partner employees have created in the same way they see quotes their own employees have created.

The Siebel PRM Manager's Partner Operation screen lets you view all the quotes of a partner company. For more information about working with quotes, see Siebel Applications Administration Guide.

To view the quotes of a partner employee

1. Navigate to the Quotes screen, then the List, and the All Quotes Across Organizations view.
2. In the Quotes list, query on the Sales Team field for the login name of the partner employee whose quotes you want to see.

   All the quotes for that partner employee appear.

Use the following procedure to view the quotes of a partner company.

To view the quotes of a partner company

1. Navigate to the Partner Operations screen.
2. In the Partners list, drill down on the name of the partner company whose quotes you want to see.
3. Click the Quotes view tab.

   A list of the partner's quotes appears. Quotes are listed here if they are assigned to the partner organization; they are not listed here if they are assigned to a partner employee but not to the partner organization.