Siebel Sales User Guide > Presentations >

Generating a Presentation Draft

You can generate a presentation draft as a starting point for creating the presentation you deliver to a customer. The draft is a Microsoft PowerPoint presentation.

If you have Microsoft PowerPoint installed on your local computer, you can edit this presentation. If you do not have Microsoft PowerPoint installed, you can view the presentation, and you can add sections and change the order of sections, but you cannot edit slides.

If you are creating a presentation in a Siebel Web Client environment (network), follow Step 1 through Step 5 in the procedure.

If you are creating a presentation in a Mobile Web Client environment (remote) and have the Mobile Web Client installed locally on your computer, follow Step 1 through Step 4 in the procedure.

To generate a presentation draft

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity associated with the presentation.
  3. Click the Presentations view tab.
  4. In the Presentations list, select the presentation, and then click Generate Draft.

    5. In Queue appears in the Status field.

    A draft of the presentation is created if you are using Siebel Mobile Client (remote environment).

  5. Click Update to generate a presentation from the server if you are working in a Siebel Web Client (network) environment.

    6. The status of the presentation refreshes when you click Update. Status values include In Progress, Generating, Completed, and Failed.


 Siebel Sales User Guide 
 Published: 18 April 2003