Siebel Applications Administration Guide > Managing Portfolios >

Roadmap for Managing Portfolios

To manage portfolios, perform the following processes and tasks:

1. Creating a Portfolio Plan
2. Process of Segmenting Accounts
3. Process of Analyzing the A Accounts
4. Process of Analyzing B, C, and D Accounts
5. Performing a Manager Review of a Portfolio Plan
6. Adding Solutions to Portfolio Plans