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Scenario for Associating an Email with an Opportunity

This scenario gives one example of how you might use Siebel CRM Desktop to associate an email with an opportunity. You might use Siebel CRM Desktop differently, depending on your business model.

A sales representative opens an email from an external contact. This email explains that the purchasing director at the external contact changed. The representative knows that this information is important for the Big Deal opportunity. The representative shares this email with the Siebel Server and associates it with the opportunity, thus making sure that the entire sales team who is working on the opportunity is aware that there is a new purchasing director. Siebel CRM Desktop synchronizes this information with the Siebel Server as an activity record that is associated with the opportunity, along with the original email as an activity attachment.

When the representative shares the email with the Siebel Server, the representative can choose the sales data with which the email is associated. To associate the Big Deal opportunity with the email, the representative types the name in the Opportunity control. If the external contact is associated with at least one opportunity, then Siebel CRM Desktop presents a filtered list of values while the representative types the value. The representative chooses the record for the Big Deal opportunity, and then Siebel CRM Desktop links the email to the opportunity.