| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel Sales User Guide > Messages >
Business Scenario for Messages
This scenario provides an example of a business process performed by a sales representative managing messages and alerts. Your company may follow a different process according to its business requirements.
A sales assistant receives a message for an executive, either by phone or by voice mail. Instead of writing the message out by hand, the assistant enters the message in the Messages screen and assigns the message to the executive. Before saving the message, the assistant can perform the following tasks:
- Associate the message with an existing account, opportunity, contact, or service request
- Add additional information to the message in the Comments field
- Add electronic file attachments to the message
- Prioritize the message
- Send an email or screen alert or both
By default, a message is marked private, which means that only the assistant and executive can review the message. The assistant can choose not to mark the message private, and then any individual with access to the account, activity, contact, opportunity, or service request associated with the message can view it.
| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel Sales User Guide Published: 18 April 2003 |