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Siebel Finance Guide > Managing Opportunities > Managing Deals in Siebel FinancePerform 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.
NOTE: Administrators can secure deals from the Opportunities Administration view. To change the primary deal team member
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
To create a new activity and assign a deal team member
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Siebel Finance Guide |