Siebel Applications Administration Guide > Enterprise Selling Process >

Adding Partners for ESP Analysis

The Partners view helps you to analyze and execute key partnership strategies while identifying and using partnership capabilities across the enterprise. This view also helps you develop initiatives used to engage key partners.

This task is a step in Process of Managing Enterprise Selling Process.

To add a partner

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the Name field of an account record.
3. Navigate to the Enterprise Selling Process view, then the BU/SU Overview view.
4. Drill down on the Business/Service Unit field of the unit record to which to add partners.

   The name of the unit appears in the Account form at the top of the screen. The Account Type must be ESP BSU to add partners to the unit.

   The Offerings list appears below the Account form.

5. Navigate to the Partners view.
6. In the Partners view, create a new record, and complete the necessary fields.

   NOTE:  Partners are stored as Accounts in the Siebel database. The Partner flag is checked in the Add Accounts dialog box.

Adding a Contact

Complete the following procedure to add a contact.

To add a contact

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the Name field of an account record.
3. Navigate to the Enterprise Selling Process view, then the Partners view.
4. In the Partners list, select the partner, and drill down on the Name field.
5. In the Contacts list, perform one of the following steps:
   • Add an existing contact, select the contact from the Add Contacts dialog box, and click OK.

     NOTE:  You can select multiple contacts by holding down the SHIFT key and selecting multiple contacts.

   • Create a new record in the Contacts list, and complete the necessary fields for the contact.

Adding Activities

Complete the following procedure to add activities.

To add activities

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on the Name field of an account record.
3. Navigate to the Enterprise Selling Process view, then the Partners view.
4. In the Partners list, select the partner, and drill down on the Name field.
5. In the Contacts list, drill down on the Last Name field.

   The Contacts detail form and Activities view appears.

6. In the Activities list, create a new record, and complete the necessary fields.

   If you select Calendar and Activities in the Display In field, then you must specify a start date and time for the record to appear in the Calendar.

   To delegate the activity, select the owner of the activity in the Owner field. For more information, see Activities.