Accounts

Create, view, and update accounts. Set up and maintain account hierarchies. Define and maintain account profile information. Query customer bills. Record bill payments, repayment plans, and adjustments.

See Accounts in Siebel Communications, Profiles in Siebel Communications, and Billing in Siebel Communications in this guide

Activities

Track personal activities and view activities for other team members. Track the progress of accounts, trouble tickets, service requests, interactions with contacts, and opportunities.

See Applications Administration Guide

Agreements

Create, generate, modify, approve, and track agreements.

See Agreements and Entitlements in Siebel Communications in this guide

Assets

Manage information about products sold to accounts.

See Siebel Field Service Guide

Audit Trail

Creates a history of the changes that have been made in Siebel Communications and Siebel Media.

See Applications Administration Guide

Briefings

Gather and format information from a number of different sources, both inside and outside your company, including the World Wide Web.

See Siebel eBriefings Administration Guide

Calendar

Create and display activities (including to-do activities) and share calendar information with co-workers.

See Fundamentals

Campaigns

Manage outbound communications with prospects targeted for a particular marketing effort.

See Applications Administration Guide

Contacts

Record and track business and personal contact information associated with an account, an opportunity, a trouble ticket, or service request.

See Contacts in Siebel Communications in this guide

Credit Management

Manage and monitor customer credit issues. Share data with third-party credit management applications.

See Credit Management in Siebel Communications in this guide

Entitlements

Associate entitlements with accounts, contacts, and products. Determine a customer's eligibility for service under its entitlements.

See Agreements and Entitlements in Siebel Communications in this guide

Expense Reports

Manage expense-report information for your own expenses, or your team's expenses.

See Applications Administration Guide

Forecasts

Create business forecasts based on opportunities or products.

See Applications Administration Guide

Fraud Management

Manage and monitor customer fraud issues. Share data with third-party fraud management applications.

See Fraud Management in Siebel Communications in this guide

Literature

Display company- and industry-related literature cataloged by the Siebel administrator.

See Applications Administration Guide

Opportunities

Manage sales opportunities for business and residential customers.

See Opportunities in Siebel Communications in this guide

Orders

Create sales orders and track their status. Generate order summaries.

See Siebel Order Management Guide and Siebel Order Management Guide Addendum for Industry Applications

Premises

Create and maintain premises. Track service points, customer premise equipment, and meters associated with a premise.

See Premises in Siebel Communications in this guide

Products

Display products, product lines, product features, and price lists.

See Siebel Order Management Guide and Siebel Order Management Guide Addendum for Industry Applications

Quality

Manage information about adverse events or reactions related to products.

See Applications Administration Guide

Quotes

Create, view, and update quotes. Update opportunities and configure solutions for quotes.

See Siebel Order Management Guide and Siebel Order Management Guide Addendum for Industry Applications

Service Requests

Create, display, and update customer requests for information about or assistance with products or services.

See Service Requests and Trouble Tickets in Siebel Communications in this guide

SmartScripts

Define the application workflow for an interactive situation in a script. These interactive situations could include inbound communications (such as customer service) and outbound contacts (such as telemarketing).

See Siebel SmartScript Administration Guide

Solutions

Search, organize, and add to a knowledge base of answers to service requests and trouble tickets.

See Siebel Field Service Guide

Trouble Tickets

Create, display, and update customer requests for information about or assistance with products or services.

See Service Requests and Trouble Tickets in Siebel Communications in this guide

Work Orders

Manage the work components associated with activating or turning off service for a customer.

See Work Orders in Siebel Communications in this guide