| Siebel CRM Partner Relationship Management Administration Guide Siebel Innovation Pack 2015 E24800-01 |
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| Siebel CRM Partner Relationship Management Administration Guide Siebel Innovation Pack 2015 E24800-01 |
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Chapter 2, "About Siebel PRM," describes the screens of the Siebel Partner Portal and the PRM-specific screens of the Siebel Partner Manager. There are a number of differences in the Partner Portal and Partner Manager for Siebel PRM for Finance.
In addition to the screens of the Siebel Partner Portal, Siebel PRM for Finance partner portal has the following screens:
Call Reports. Allows your partners to enter call reports when they meet with customers. You can view these call reports using the Siebel Finance Partner Manager or Siebel Finance.
Households. Allows your partners to view the members associated with a Household and related opportunities and service requests.
To view information entered in the Profile view of the Contacts screen in the Partner Portal, you use several views of the Contacts screen of the Partner Manager or of Siebel Finance. To view information entered in the Profile view of the Accounts screen, you use several views of the Accounts screen.
Table 21-1 shows which views you use to view information entered in the contact and partner profiles of the Partner Portal.
Table 21-1 Partner Portal Profile Views Mapped to Partner Manager Views
| Partner Portal View | Partner Portal Applet | Related Partner Manager and Siebel Finance View |
|---|---|---|
|
Contacts, Profile |
Default applet |
Contacts, Consumer Profile, Personal |
|
Contacts, Profile |
Income Source |
Contacts, Consumer Profile, Financial |
|
Contacts, Profile |
Employment |
Contacts, Consumer Profile, Financial |
|
Accounts, Profile |
Default applet |
Accounts, Profile |
|
Accounts, Profile |
Financial Profile |
Accounts, Profile, Financial |
|
Accounts, Profile |
Management |
Accounts, Profile, Management |
The Siebel Finance Partner Manager has the same functionality as the Siebel Insurance Partner Manager. For information about this functionality, see "Siebel Insurance Partner Manager".
The Partner Manager can be configured using Siebel Tools to remove screens that are not needed with Siebel PRM for Finance Portal. For more information about Siebel Tools, see Using Siebel Tools.
