Bookshelf v7.5: Example of Using Siebel PRM Wireless

Siebel Wireless Administration Guide > Using Siebel Wireless > Examples of Common Uses of Siebel Wireless >

Example of Using Siebel PRM Wireless

This example is based on a contract service technician who is assigned to a new service request (SR).

The service technician can review the service request details and create an activity associated with the service request.
The service technician reviews opportunities at this account, to take advantage of the call on the account.
During the service call the service technician is asked to review a quote.
After reviewing the quote, the service technician updates an opportunity by adding an activity.

To view SR details and create a new activity

From the Main Menu, select the Service link.
The My SR display view appears.

Select the first SR Number link.
The Service Request detail view appears, showing the account name and a description of the service request.

Select the Account name and link to it.
The Account detail view appears showing the address and other account details.

Scroll down and link to Activities.
The Activities view displays activities for this account.

Select the New link, and create a new activity for this account.
Return to the Main Menu by selecting the Main menu link.

To view account opportunities

From the Main Menu, select the Accounts link.
Select My Accounts.
Select the account you will be calling on to address the service request.
The Account detail view appears.

Link to Opportunities.
The Opportunities for the account are displayed.

Scroll through the opportunities displayed until you see the one you want, and then link to it.
The Opportunities detail view opens.

Link to Contacts.
The contacts for the opportunity are displayed.

To review a quote

From the Main Menu, select the Cust Quotes link.
The Quote Menu view appears.

Select the My Quotes link.
The My Quote display view appears.

Select the Search link.
The Search view appears with no data.

Enter the first two characters of the Quote Name and click the OK soft key.
The My Quote display view appears with the search results matching your input.

Select the Quote Name link.
The Quote detail view appears. Review the information with the partner.

Write down the opportunity name.
Return to the main menu by selecting the Main menu link.

To add an activity to an opportunity

From the main menu, select the Opportunities link.
Select the My Opportunities link.
The My Opportunity display view appears.

Select the Search link.
The Search view appears.

Select the Opportunity Name link.
Enter the first three characters of the opportunity name you wrote down in Step 6.
Press the OK soft key and Submit.
The Opportunity detail view appears.

Select the Activity link.
Create a new activity associated with the opportunity.

Siebel Wireless Administration Guide
Published: 09 September 2004