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Viewing a Partner's Quotes

Partner employees enter quotes in Siebel PRM through the Web. Partner relationship managers at the brand owner company can view quotes that partner employees have created in the same way they view quotes their own employees have created.

The Partner Manager's Partner Operation screen lets you view all the quotes of a partner company.

For more information about working with quotes, see Applications Administration Guide.

To view the quotes of a partner employee

  1. Navigate to the Quotes screen.
  2. From the Show drop-down list, choose All Quotes Across Organizations.
  3. In the Quotes list, click the menu button, then click New Query.

    4. A query form appears.

  4. In the Sales Rep field, type the login name of the partner employee whose quotes you want to view.
  5. In the Quotes list, click the menu button, then click Run Query.

    6. All the quotes for that partner employee appear.

To view the quotes of a partner company

  1. Navigate to the Partner Operations screen.
  2. In the Partners list, select the partner company whose quotes you want to view.
  3. Click the Quotes view tab.

    4. A list of the partner's quotes appears. Quotes are listed here if they are assigned to the partner organization; they are not listed here if they are assigned to a partner employee but not to the partner organization.


 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003