Bookshelf Home | Contents | Index | Search | PDF

Siebel Consumer Sector Guide > Assortment Plans > End-User Procedures >

Adding Planning Group Account Team Members

---

To make planning group assortment plans visible to sales team members of each member account, add the team members from the member accounts to the planning group team. Do this by activating planning group assortment plan visibility. Once you have done this, sales team members for each of the member accounts can view the planning group assortment plans in the My Assortment Plans view and the Account Assortment Planning view.

To make planning group assortment plans visible to member accounts' sales teams

Navigate to the Groups screen.
From the Show drop-down list, select My Planning Groups, if necessary.
In the Groups list, click the name hyperlink of the planning group that you want to make visible.

The Planning Group Accounts view appears.

In the Groups form, click Activate.

NOTE:  To see whether all team members from the planning group member accounts have been added to the planning group team, click the control in the Account Team field. The Account Team Members dialog box displays all members of the planning group team, including all team members from the newly added member accounts. Every time you add a new account, click the Activate button to incrementally update the planning group team without duplicating the records of existing team members.

To remove planning group assortment plan visibility from member accounts' sales teams

Navigate to the Groups screen.
From the Show drop-down list, select My Planning Groups, if necessary.
In the Groups list, click the hyperlink of the planning group from which you would like to remove visibility.

The Planning Group Accounts view appears.

In the Groups form, click the DeActivate button.

NOTE:  Only those team members who were added to the Planning Group team with the Activate button are removed.

Bookshelf Home | Contents | Index | Search | PDF