Siebel eFinance Guide > Financial Needs Analyses > End-User Procedures >

Performing a General Needs Analysis for a Contact

Needs analysis sessions for contacts can be performed for the following product types:

After entering specific details in the selected Needs Analysis view, end users can prompt Siebel eFinance to recommend the best product or service for a contact.

To perform a general needs analysis for a contact

  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 Adding Contacts.

  4. Click the Needs Analysis view tab.
  5. From the Show drop-down list, select a type of needs analysis.
  6. In the Needs Analysis form, add a record and complete the necessary fields.
  7. To use a script to help determine values to enter, click Script.
  8. In the SmartScript list, drill down on the Name hyperlink for the script you want.
  9. Complete the questions as prompted, and click Finish.
  10. (Optional) Click the Recommend button to generate a recommendation.

 Siebel eFinance Guide 
 Published: 20 October 2003