Siebel Sales User Guide > Presentations >

Creating a Presentation

Because presentations can include details about an account or an opportunity, you can create presentations from either the Accounts screen or the Opportunities screen.

To create a presentation

  1. Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity associated with the presentation.
  2. Click the Presentations view tab, and in the Presentations list, click Auto Presentation.

    3. A presentation is automatically generated based on the default template. The new presentation record appears in the Presentations list.

NOTE:  To generate a presentation using an alternate template, click New in the Presentation list and complete the necessary fields in the form.


 Siebel Sales User Guide 
 Published: 18 April 2003