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Generating Presentations

Presentations automatically take details you have recorded about an account or opportunity and combine them with a predefined template to create a Microsoft PowerPoint presentation.

The administrator at your company creates presentation templates that include consistently formatted components, such as text, tables, and diagrams, that are designed to address specific issues. When you generate a presentation, you merge details about a specific account or opportunity in these predefined templates.

After generating a presentation, you can modify it to meet your customer's requirements by changing the order of slides and adding slides from the Presentation Library. If the presentation generated by a template is adequate, you can create and print a presentation by following the following process.

  1. Create a presentation
  2. Generate a presentation draft
  3. Print the presentation draft

 Siebel Sales User Guide 
 Published: 18 April 2003