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Siebel Events Management Guide
What's New in This Release
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Getting Started
Administrative Setup Tasks
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Installing and Configuring Events Management
Installation Overview
Shopping Cart Requirements
Configuring Automatic Email Notification
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Defining an Event
Event Management Process Phases
Event Plan Definition
Event Preparation
Event Implementation
Event Evaluation
Business Scenarios for Defining an Event
Administrator Event Definition Scenario
End-User Event Definition Scenario
Example Process Flow for Defining an Event
Administrator Setup Procedures for Defining an Event
Reviewing and Modifying Lists of Values (LOVs)
Updating Lookup Tables
Creating Contacts
Creating Accounts
Creating Venues
Using Pricing Models
End-User Setup Procedures for Defining an Event
Defining Event Plans, Events, and Sessions
Creating Tracks
Adding Event Plan Details
Creating Events
Adding Budget Details
Adding Event Activities
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Preparing for an Event
Event Preparation Tasks
Business Scenario for Preparing for an Event
Example Process Flow for Preparing for an Event
End-User Procedures for Preparing for an Event
Track Management Tasks
Activity and Staff Management Tasks
Preparing Sessions
Publishing Event Information to a Web Site
Venue Preparation Tasks
Third-Party Tasks
Inviting Contacts and Prospects to an Event
Preparing Event Status Reports
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Registering for an Event
Example Process Flow for Registering for an Event
Registering One or More Attendees
Tracking Guests of Attendees
Registering a Group of Attendees for a Session
Registering an Account for Financial-Services Customers
End-User Procedures for Self-Registering for an Event
Customizing Siebel Events Home Page Applets
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Managing the Events Calendar
Events Calendar Overview
End-User Procedures for Managing an Events Calendar
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Hosting an Event
System Requirements for Hosting an Event
Example Process Flow for Hosting an Event
End-User Procedures for Hosting an Event
Event Leads and Opportunities
Correspondence Integration
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Evaluating an Event
Example Process Flow for Evaluating an Event
Administrator Procedures for Evaluating an Event
End-User Procedures for Evaluating an Event
Viewing Budget Variances
Preparing Reports for an Event
Entering Venue and Vendor Performance Reviews
Event Followup
Viewing a Contact's Events
Viewing a Contact's Sessions
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Registration Business Service Methods
Example Methods of Business Services
Descriptions of Business Services Methods
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Event Business Component User Properties
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