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Creating Company Assessments (End User)

An assessment is a set of attributes used to assess the business potential or credit worthiness of a company. Company assessments can be used to compare companies to each other or against a model, or to learn about companies and sales situations. End users complete the company assessment by selecting the appropriate values for the different attributes.

To perform a company assessment

  1. Navigate to the Companies screen, then the Companies List view.
  2. In the Companies list, drill down on the company for which the assessment is being performed.
  3. Click the Assessments view tab, and create a new record.
  4. In the Template Name field, select the appropriate template.

    Attribute records are automatically generated in the Assessment Attributes list.

  5. In the Assessment Attributes list, make a selection in the Value field for each attribute.

NOTE:  Administrators must create the assessment templates. See Siebel Applications Administration Guide for more information on how to create assessment templates.

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