Siebel CRM Desktop for Microsoft Outlook Administration Guide > Overview of Siebel CRM Desktop for Microsoft Outlook > 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 Outlook to assign the task to a sales representative:

• Creates a new Outlook task
• Creates a relationship between an opportunity and the task and completes other task details
• Sends the task to the assigned owner

On Monday, the representative uses Outlook 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.