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Scenario for Creating a Relationship Between an Email an Opportunity

A sales representative opens an email from an external contact. This email explains that the purchasing director at the external contact changed. The representative knows that this information is important for the Big Deal opportunity, so the representative shares this email with the Siebel Server and then relates it with the opportunity. This work makes sure that the entire sales team who is working on this opportunity is aware that there is a new purchasing director. Siebel CRM Desktop synchronizes this information with the Siebel Server as an activity record that includes a relationship with the opportunity, along with the original email as an activity attachment.

When the representative shares the email with the Siebel Server, the representative can choose the sales data that the email describes. To create a relationship between the Big Deal opportunity and the email, the representative types the name in the Opportunity control. If the external contact is related to at least one opportunity, then CRM Desktop presents a filtered list of values while the representative types the value. The representative chooses the record for the Big Deal opportunity and then CRM Desktop links the email to the opportunity.