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Managing Deals in Siebel Finance

Perform the deal management end user tasks detailed in this section from any of the Opportunities views. In Siebel Finance, user's responsibilities can limit the availability of certain views and functionality. As a result, the views that appear may vary from those documented here.

The primary deal team member, and occasionally the primary's manager, act as the deal administrator. End users add a new deal by creating a new opportunity in the Opportunities screen. For more information, see To add an opportunity.

NOTE:  Deals can also be added from the Opportunities Administration view.

The deal primary members and their managers can restrict other deal team and non-deal team members' visibility to a deal by securing it. Securing a deal also secures the deal activities associated with the deal. Give end users visibility to the deals and activities by adding them to both the deal team and the activities team.

For information on adding and deleting deal team members, see To add or delete members of the sales team for an opportunity.

To secure a deal

1. Navigate to the Opportunities screen > Opportunities Administration view.
2. In the Opportunities list, drill down on the desired deal.
3. In the opportunity form, select the Secure field to indicate that the deal is secure.

NOTE:  Administrators can secure deals from the Opportunities Administration view.

To change the primary deal team member

1. Navigate to the Opportunities screen > Opportunities Administration view.
2. In the Opportunities list, drill down on the desired opportunity.
3. In the Sales Team field, click the select button.
4. In the Sales Team list, select the Primary field of the contact.

NOTE:  Only the primary's manager in the My Team's Opportunities view or the Opportunities Administration view can change the primary deal team member. Use the BC user property - MVG Set Primary Restricted: visibility_mvlink_name to overwrite this. See Siebel Developer's Reference for additional details.

To create a new activity plan for a deal

1. Navigate to the Opportunities screen > Opportunities List view.
2. In the Opportunities list, drill down on the desired opportunity, and click the Assessments view. tab.
3. In the Assessments list, add a record, and complete the necessary fields.
4. In the Template Name field, select an activity plan template.

To create a new activity and assign a deal team member

1. Navigate to the Opportunities screen > Opportunities List view.
2. In the Opportunities list, drill down on the desired opportunity, and click the Activities view tab.
3. In the Activities list, add a record, and complete the necessary fields.
4. In the Employees field, select the employee to assign to the activity.

To create a new attachment for a deal

1. Navigate to the Opportunities screen > Opportunities List view.
2. In the Opportunities list, drill down on the desired opportunity, and click the Attachments view tab.
3. In the Attachments list, add a record by clicking either New File or New URL.
4. In the resulting dialog box, do one of the following:
   • Select the file to add as an attachment.
   • Type a URL to the file to add as an attachment.

     The remaining fields are automatically updated using the selected file's properties.