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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
- Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity associated with the presentation.
- Click the Presentations view tab, and in the Presentations list, click Auto Presentation.
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.
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Siebel Sales User Guide Published: 18 April 2003 |