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Viewing and Adding Best Actions
The Best Actions view presents the actions in the Possible Actions view that the sales team has selected as the best choices to advance the opportunities. This view helps keep the entire sales team on the same page by providing one location for action planning and logging status. You can assign best actions to people on your opportunity team and these actions appear in their activities list. It also helps teams monitor cumulative progress towards sales goals.
To add best actions
- Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity.
- Click the Strategic Selling view tab.
- From the Show drop-down list, choose Best Actions.
The possible actions you previously selected as best automatically appear in the Best Actions list.
- Click New in the Best Actions list, and complete the fields for the new record.
The following table describes the fields for a Best Action.
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Siebel Sales User Guide Published: 18 April 2003 |