Bookshelf Home | Contents | Index | Search | PDF

Siebel Sales User Guide > Correspondence >

Enclosing Literature with Correspondence

---

You can select literature such as sales brochures, white papers, and data sheets from the Siebel Encyclopedia and associate the information with your correspondence. This functionality allows you to send and track items you enclose with correspondence.

To view available literature

Navigate to the Correspondence screen, and from the Show drop-down list, choose Literature Selection.
In the Explorer tree, click the plus sign (+) to expand the view of literature items in each category.

The list at right provides detail for selected category items.

In the list, use Query to locate desired literature items.

NOTE:  In the Explorer, when you drill down to the actual Literature item, the Add Enclosure button appears on the Literature list at right. Add Enclosure allows you to add the enclosure to the correspondence record. However, most users select the enclosure using the Enclosures list on the Correspondence screen.

To enclose literature with correspondence

In the Correspondence list, create a correspondence record.

For more information, see To create correspondence.

In the Enclosures subview list, click Add.
In the Add Literature dialog box, select the literature item you want to enclose, and then click Add.
In the Enclosures list, complete the fields for the enclosure record.
To view the literature file, drill down on the hyperlink in the Name field.

You must have the corresponding application loaded on your computer to view literature files created using that application.

NOTE:  If you are working in a Mobile Web Client environment (remote), you must have the literature files available in your local environment. If the Local check box is selected, you can work with the file in a remote environment. To download the file from the server the next time you synchronize, select the Request check box when you add the Literature file.

Bookshelf Home | Contents | Index | Search | PDF