Siebel Correspondence, Proposals, and Presentations Guide > Presentations >

Creating Presentations (End User)

Before end users can generate a draft of the presentation, they must create a presentation and associate the presentation with an opportunity or account. The following procedure explains how to create a presentation using the Opportunities screen. You can also use the Accounts screen.

This task is a step in Process of Generating Presentations (End User).

To create a presentation

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Drill down on the Opportunity Name field for the opportunity record.
  3. Click the Presentations view tab, and click Auto Presentation.

    A presentation is automatically generated using the default template or the template for the decision issue associated with the opportunity.

    NOTE:  To generate a presentation using a different template, select a different template in the Template field of the presentation record.

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