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Siebel Partner Relationship Management Administration Guide > Managing Your Partners > Tracking Partner Information >

Entering Partner Management Activities

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You often want to record activities that you should perform to manage your partners, such as a telephone call you must make or a meeting you scheduled. You can list these activities on the Partners screen, Activities view.

For more information about working with activities, see the chapter on activities in Siebel Call Center User Guide or Siebel Sales User Guide.

NOTE:  Activities you add in the Partners screen are generally for your own use. However, you can also assign them to your own employees or to partner employees by selecting an employee's name in the Assigned To field.

To enter a partner management activity

Navigate to the Partners screen.
In the Partners list, select the partner to which the activity applies.
Click the Activities view tab.

The Partner Activities view appears.

In the Activities list, click the menu button, then click New Record to add a new record to the list.
Fill in the fields with the details of the new activity.

To work with partner management activities

Modify a record by editing the information in its fields.
Delete a record by selecting it, clicking the menu button, then clicking Delete Record.
To display a list of your activities, including your partner management activities, from the application-level menu, navigate to the Activities screen.

Entering Partner Management Activity Plans

Siebel applications make it possible to create activity plans, which are templates that include lists of activities that are often performed in sequence. Using activity plan templates makes it easier to create complicated series of activities. If your company's Siebel applications administrator has created these templates, you can use them through the Partner Activity Plans view.

For example, you may often organize marketing events together with your partners. Organizing a marketing event requires a sequence of activities which are fairly standardized. You can create an event organization activity plan that includes these standard activities.

When you want to organize an event, use this activity plan, and assign each activity in it to the person who is responsible for it.

For more information about activity plan templates, see Applications Administration Guide.

NOTE:  Generally, the activity plans that you add in the Partners screen are for your use. However, you can also assign these activities to your own employees or to partner employees by selecting an employee's name in the Activity record's Assigned To field.

To enter a partner management activity plan

Navigate to the Partners screen.
In the Partners list, select the partner to which the activity plan applies.
Click the Activity Plans view tab.

The Activity Plans list appears.

In the Activity Plans list, click the menu button, then click New Record to add a new record to this list.
Fill in the fields with the details of the new activity. Use the Template field picklist to choose an existing template.

The activities from that template are listed in the Activities list.

To work with partner management activity plans

Delete a record by selecting it, clicking the menu button, then clicking Delete.
To display a list of your activities, including activities from your partner management activity plans, from the application-level menu, navigate to the Activities screen.

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