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Managing Deals in Siebel Finance

Perform the deal management end user tasks detailed in this topic from any of the Opportunities views. The tasks described in this topic include:

• Securing a deal
• Changing the primary deal team member
• Creating a new activity plan for a deal
• Creating a new activity and assigning a deal team member
• Creating a new attachment for a deal

In Siebel Finance, user's responsibilities can limit the availability of certain views and functionality. As a result, the views that appear might vary from those documented here.

End users add a new deal by creating a new opportunity in the Opportunities screen. For more information, see Adding Opportunities in Siebel Finance.

NOTE:  Deals can also be added from the Opportunities Administration view.

The deal primary members and their managers can restrict other deal team and nondeal team members' visibility to a deal by securing it. Securing a deal also secures the deal activities associated with the deal. Give end users visibility to the deals and activities by adding them to both the deal team and the activities team.

For information on adding and deleting deal team members, see Managing Opportunities and Team Members.

To secure a deal

1. Navigate to the Opportunities screen, and then the Opportunities Administration view.
2. In the Opportunities list, drill down on the deal you want to secure.
3. In the opportunity form, select the Secure field to indicate that the deal is secure.

NOTE:  Administrators can secure deals from the Opportunities Administration view.

The primary deal team member, and occasionally the primary's manager, act as the deal administrator.

Changing the Primary Deal Team Members

You can change the primary deal team member. Use the following procedure to change the primary deal team member.

To change the primary deal team member

1. Navigate to the Opportunities screen, and then the Opportunities Administration view.
2. In the Opportunities list, drill down on the opportunity.
3. In the Sales Team field, click the select button.
4. In the Sales Team list, select the Primary field of the contact.

NOTE:  Only the primary's manager in the My Team's Opportunities view or the Opportunities Administration view can change the primary deal team member. Use the BC user property - MVG Set Primary Restricted: visibility_mvlink_name to overwrite this. See Siebel Developer's Reference for additional details.

Creating a New Activity Plan for a Deal

You can create a new activity plan for a deal. Use the following procedure to create a new activity plan for a deal.

To create a new activity plan for a deal

1. Navigate to the Opportunities screen, and then the Opportunities List view.
2. In the Opportunities list, drill down on the opportunity, and click the Assessments view. tab.
3. In the Assessments list, add a record, and complete the necessary fields.
4. In the Template Name field, select an activity plan template.

Creating a New Activity and Assigning a Deal Team Member

You can create a new activity and assign a deal team member. Use the following procedure to create a new activity and assign a deal team member.

To create a new activity and assign a deal team member

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. In the Opportunities list, drill down on the opportunity, and click the Activities view tab.
3. In the Activities list, add a record, and complete the necessary fields.
4. In the Employees field, select the employee to assign to the activity.

Creating a New Attachment for a Deal

You can create a new attachment for a deal. Use the following procedure to create a new attachment for a deal.

To create a new attachment for a deal

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. In the Opportunities list, drill down on the opportunity, and click the Attachments view tab.
3. In the Attachments list, add a record by clicking either New File or New URL.
4. In the resulting dialog box, do one of the following:
   • Select the file to add as an attachment.
   • Type a URL to the file to add as an attachment.

     The remaining fields are automatically updated using the selected file's properties.