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Siebel Partner Portal Screens

After employees of partner companies log in, they see a Web site similar to the one shown in Figure 1. Partners see only the screens that are appropriate to their responsibilities and screen tabs that are appropriate to their role.

Figure 1. The Siebel Partner Portal Web Site

The home page includes a list of tasks that are associated with the partner's role. For example, if the partner employee has the role Sales Representative, the home page will have a My Tasks applet, with hyperlinks that the employee can click to perform common tasks for sales representatives, such as viewing and updating opportunities, which you set up using the Role Administration screen. For more information about roles, see Administering Roles.

Partners click the tabs of the Siebel Partner Portal to use the following Siebel PRM screens. These screens generally have many views, as screens typically do in your own Siebel application.

NOTE:  As an overview, this list includes all the screens of the Siebel Partner Portal. When an employee logs in, the screens that are available are limited by the employee's responsibilities and the screen tabs that appear are limited by the employee's role.

Siebel Partner Portal includes the following screens:

• Home. Greets the partner employee by name and provides links to the employee's current work. The partner can click any of these items to view more information about it.
• Opportunities. Displays sales opportunities that you assigned to the partner. The partner can also enter new opportunities here, and you can view them using the Siebel Partner Manager.
• Accounts. Displays customer accounts that you assigned to the partner. The partner can also enter new companies here, and you can view them using the Siebel Partner Manager.
• Service Requests. Displays customer service requests that you assigned to the partner. The partner can also enter new service requests here, and you can view them using the Siebel Partner Manager.
• Contacts. Displays customer contacts that you assigned to the partner. The partner can also enter new contacts here, and you can view them using the Siebel Partner Manager.
• Activities. Displays activities that the partner should do to complete sales or fulfill service requests. You can assign activities to partners, or partners can schedule and enter activities themselves and you can view them using the Siebel Partner Manager.
• Customer Quotes. The partner can use this screen to generate, review, and modify quotes for customers, which you can view using the Siebel Partner Manager.
• Customer Orders. The partner can use this screen to enter, review, and modify customer orders, or you can use it to assign customer orders to the partner for fulfillment.
• Product Catalog. Displays a catalog of your products that you have made available to the partner.
• Infocenter. Displays sales literature, other documents, and other master data that you have made available to partner organizations. The partner can download these documents or view this master data.
• Solutions. Displays solutions to common service requests.
• Funds. Displays market development funds in which this partner company is a participant, with a checkbook that lists the amount spent and balance available in each fund.
• Fund Requests. Displays requests made against market development funds in which this partner company is a participant. The partner can enter new requests for funding or you can enter requests on the partner's behalf using the Siebel application. Partners can also view the status of requests during the approval process.
• Assets. Displays assets. Used by field service businesses to track assets that field engineers must service.
• Inventory. Displays inventory. Used by field service businesses to track parts that field engineers use for service.
• eBriefings. Gives the partner news and up-to-date information on your company, your accounts, your competitors, news bulletins, and so on.
• Calendar. Allows partners to manage their daily, weekly, and monthly activities.
• Administration. Allows the partner's delegated administrator to enter positions, to add and remove users, and to associate users with responsibilities.
• Partner Locator. Allows partners and customers to find the right partner to meet their needs. For example, they can find the partners who are located closest to them, or the partners who provide the products or services they want.
• Logout. Disconnects the partner from your database. The partner can use this feature for security reasons, so no one else can use the data after the partner has left the computer.
• Profile. Displays the partner employee's user and company profile.
• Help. Displays a help page that includes instructions about using Siebel PRM through the Web.