Siebel Applications Administration Guide > Enterprise Selling Process >

Viewing an ESP Manager's Review


The sales manager uses the Manager's Review view to enter an assessment of the sales professional's ESP account plan. The manager can add comments in the Manager's Review, which includes the date of each review.

The sales representative and other nonmanagers have read-only access to this view.

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

To view a manager's review

  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 Manager's Review view.
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