Siebel eFinance Guide > Opportunities > End-User Procedures >

Managing Deals

The deal management end user tasks detailed in this section can be performed from any of the Opportunities views. In Siebel eFinance, the availability of certain views and functionality can be limited according to each user's responsibilities. As a result, the views that appear may vary from those documented here.

The primary deal team member, and occasionally the primary's manager, act as the deal administrator. To add a new deal, end users create a new opportunity in the Opportunities screen. For more information, see To add an opportunity.

NOTE:  Deals can also be added from the Opportunities view in the Data Administration screen.

To add or delete a member of a deal team

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select an opportunity.
  3. Click the Sales Team view tab.
  4. To add a new member to the deal team, add a record in the Sales Team list, and complete the necessary fields.
  5. To delete a member from the deal team, select an employee in the Sales Team list, and then delete it.

NOTE:  Deal team members can also be added from the Opportunities view in the Data Administration screen.

The deal primary members and their managers can restrict other deal team and non-deal team members' visibility to a deal by securing it. Securing a deal also secures the deal activities associated with the deal. To make sure end users have visibility to the deals and activities, they must be added to both the deal team and the activities team.

To secure a deal

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select a deal.
  3. In the More Info form, select the Secure field to indicate that the deal is secure.

NOTE:  Administrators can secure deals from the Opportunities view in the Data Administration screen.

To change the primary deal team member

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select an opportunity.
  3. Click the Sales Team view tab.
  4. In the Sales Team list, select the Primary field of the contact.

NOTE:  The primary deal team member can be changed only by the primary's manager in the My Opportunities view.

To create a new activity plan for a deal

  1. Navigate to the Opportunities screen.
  2. Click the Activity Plans view tab.
  3. In the Activity Plans list, add a record and complete the necessary fields.
  4. In the Template field, select an activity plan template to use.

To create a new activity and assign a deal team member

  1. Navigate to the Opportunities screen.
  2. Click the Activities view tab.
  3. In the Activities list, add a record and complete the necessary fields.
  4. In the Employees field, select the employee to assign to the activity.

To create a new attachment for a deal

  1. Navigate to the Opportunities screen.
  2. Click the Attachments view tab.
  3. In the Attachments list, add a record.
  4. In the Name field, click the select button.
  5. In the Add Attachment dialog box, do one of the following:
    • Click Browse, and then select the file to add as an attachment.
    • In the URL field, type a URL to the file to add as an attachment.
  6. Click Add.

    The remaining fields are automatically updated using the selected file's properties.


 Siebel eFinance Guide 
 Published: 20 October 2003