Siebel Order Management Guide Addendum for Financial Services > Managing Opportunities > Process of Managing Opportunities >

Enabling the Applicant Group on a Quote

You must enable the applicant group on a quote, so that the correct applicant information is associated with each quote and subsequently with each financial application. Applicants added in this view can later be configured as part of the order process. To do this, add one or more contacts (applicants) to the Applicants view of the Quote.

Use the following procedure to enable the applicant group on a quote. In the following procedure, a quote is created for a checking account product. This task is a step in Process of Managing Opportunities.

To enable the applicant group on a quote

1. Navigate to the Quotes screen, then the Quotes list view.
2. Drill down on the quote (click the Quote number [#] field) for which you want to enable the applicant group.

   NOTE:  Alternatively, navigate to the Opportunities screen, Opportunities list view, drill down on an opportunity, navigate to the Quotes view, and then drill down on the Quote number (#) field.

3. Navigate to the Line Items view.

   The Line Items view of the Quotes screen displays information similar to that in the following table. This example shows that no applicant group is enabled for the quote.

   Line number	Product	Contact First Name	Last Name	Due
   1	Checking Account			1/13/2009

4. Click Customize to start Siebel Configurator.
5. On the Siebel Configurator screen that is displayed, add an applicant as follows:
   1. Click Add Relationship to add a new applicant for the Checking Account.
   2. Customize applicant information by selecting a contact and assigning a role. Only applicants added in the Applicants view can be selected. Enter the other required information.
   3. Click Save, then Done to return to the Line Items view on the Quotes screen.

      Repeat this step to add each subsequent applicant. The following example shows that the applicant group is enabled for the quote.

      Line Number	Product	Contact First Name	Last Name	Due
      1	Checking Account			1/13/2009
      	Applicant 1			1/13/2009
      	Applicant 2			1/13/2009