Siebel Applications Administration Guide > Managing Portfolios >

Process of Analyzing B, C, and D Accounts

To analyze B, C, and D accounts, perform the following tasks:

  1. Entering Details of the Account
  2. Reviewing Opportunities
  3. Reviewing Organizational Analysis
  4. Reviewing Marketing Events
  5. Reviewing Partners
  6. Reviewing Objectives and Action Plans

This process is a step in Roadmap for Managing Portfolios.

Siebel Applications Administration Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.