Siebel Wireless Administration Guide For Financial Services > Using Wireless eFinance and eInsurance > Common Scenarios >

Usage Scenario for Siebel Wireless Sales

This scenario is based on a sales representative who needs to:

Managing Your Calendar and Updating Activities

You can manage your calendar and update your activity list by following the steps and suggestions in this section.

  1. View your calendar by selecting the Calendar link from the Main Menu.

    2. The Calendar view appears.

  2. Navigate to a particular date by selecting the Go to Date link.

    3. The Calendar Search view appears.

  3. Enter the desired date.
  4. Click the OK soft key and then the Go soft key.

    5. The Calendar view appears for the date you entered.

  5. Scroll to the entry you want to open and link to it.

    6. The Activity detail view opens.

  6. See if any contacts exist for the activity by clicking the Contacts link.

    7. The activity Contacts view appears.

  7. Select the New link to add a new contact to the activity.

    8. The Pick Contact view appears.

  8. Select a contact to add to the activity.

    9. The activity Contacts view appears showing the contact you just added.

  9. Use the Back function or link to the Main Menu to return to the Calendar view and display the same activity.
  10. Add a comment to the activity by selecting the Comments link.

    11. The Comments view appears.

  11. Enter the desired text of your comment.
  12. Click the OK soft key, and then click Submit.

    13. The comment is entered and you are returned to the Activity detail view.

  13. Select the Main menu link to return to the Main Menu.
Reviewing Your Opportunity Information

Review your opportunities by following the steps and suggestions in this section.

  1. View your current opportunities by selecting the Opportunities from the Main Menu.

    2. The Opportunities view shows your opportunities.

  2. Create a new opportunity by selecting the New link.

    3. The New Opportunity view appears.

  3. Enter the opportunity name and click the OK soft key.
  4. Enter the estimated revenue for this opportunity and click the OK soft key.
  5. Enter the estimated close date for this opportunity and click the OK soft key.
  6. Click Submit.

    7. The Opportunities detail view displays the information you have just entered.

  7. Add the company name for this opportunity by linking to the Company link.

    8. The Pick Company view appears.

  8. Pick a company from the list.

    9. The Opportunity detail view appears along with the updated company information.

  9. Select the Sales Stage link to pick a sales stage for the opportunity.

    10. The Sales Stage view appears.

  10. Pick the desired sales stage and click OK.
  11. Click the Submit soft key.

    12. The Opportunity view now shows the updated sales stage.

  12. Select the Main menu link to return to the Main Menu.

 Siebel Wireless Administration Guide For Financial Services
 Published: 18 April 2003