Siebel CRM Desktop for IBM Notes Administration Guide > Overview of Siebel CRM Desktop for IBM Notes > Scenarios for Using Siebel CRM Desktop >

Scenario for Working with an Opportunity

On Friday afternoon, a sales manager reviews the Big Deal opportunity and realizes that it has been inactive for some time. The manager does the following work in native IBM Notes to assign the To Do item to a sales representative:

• Creates a new IBM Notes To Do item
• Creates a relationship between an opportunity and the To Do item and completes other To Do item details
• Sends the To Do item to the assigned owner

On Monday, the representative uses IBM Notes to view opportunities. This representative examines the opportunity and notices the new activity and the assignor, and then realizes that the demonstration must be revised. The representative can drill down on the activity record to view more information. On Thursday, the representative finishes revising the demonstration and changes the activity status to Done.