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Business Scenario for Activities

This scenario provides an example of a business process performed by a sales representative managing new and existing activities. Your company may follow a different process according to its business requirements.

A customer plans to visit the headquarters of a software company to meet with executives and view a product demonstration. In preparation for the event, the sales manager creates and delegates to her team several activities such as preparing presentation slides, reserving a conference room, and configuring a demo. To make it easier to track these activities, the sales manager assigns the activities so that they appear in the team members' calendars and to-do lists.

As the manager and sales team members complete the activities, the activities are marked as done, providing important progress information about the opportunity.


 Siebel Sales User Guide 
 Published: 18 April 2003