Siebel Correspondence, Proposals, and Presentations Guide > Presentations >

About Generating Presentations

Using presentation templates that the administrator creates, sales representatives can create, modify, and print presentations for an opportunity by using the Presentations view of the Opportunities screen.

A presentation uses the details you record about an account or opportunity and combines the details with a predefined template to create a presentation tailored to the customer needs. The template defines the initial formatting and structure of the presentation, and can include predefined components, such as text, tables, and diagrams that address specific issues. You can also set up a template to include files from the Presentation Library.

After generating a presentation, you can modify it to meet customer needs by changing the order of slides and adding slides from the Presentation Library. When the presentation is complete, you can print it.