Siebel eFinance Guide > Contacts > End-User Procedures >

Creating a Financial Plan

End users can use the Financial Planning view to ask customers questions about their specific financial goals and recommend a required monthly savings amount.

To create a financial plan

  1. Navigate to the Contacts screen.
  2. From the Show drop-down list, select My Contacts.
  3. In the Contacts list, select a contact.

    NOTE:  If the contact does not exist, add it. For more information about adding contacts, see To add a contact.

  4. Click the Financial Planning view tab.
  5. In the Financial Planning list, add a record and complete the necessary fields.
  6. To follow a script of questions:
    1. Scroll down to the Details form and click Script.
    2. In the SmartScript list, drill down on the Name hyperlink.
    3. Complete the questions as prompted.

      NOTE:  For more information about scripts, see Siebel SmartScript Administration Guide.

      Based on the values entered in the Financial Planning list, the Savings (Future Value), Additional Funds Required, and Monthly Saving Required are automatically calculated.


 Siebel eFinance Guide 
 Published: 20 October 2003