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Viewing and Creating Applications (End User)

The Siebel Finance Applications screen provides access to consumer and small-business applications. The Applications list displays information about applications, such as applicant address, phone number, and application stages. End users can use the Applications screen to locate, view, and update applications.

To access the Applications view from the Contacts screen

1. Navigate to the Contacts screen, and then the Contacts List view.
2. In the Contacts list, drill down on the contact.
3. Click the Applications view tab.
4. To view more detailed information about an application, in the Applications list, drill down on the application Name link.

Accessing the Applicaitons View from the Companies Screen

You can also access the Applications view from the Company screen.

To access the Applications view from the Companies screen

1. Navigate to the Companies screen, and then the Companies List view.
2. In the Companies list, drill down on the company.
3. Click the Applications view tab.

   The Applications list displays applications associated with the selected company.

4. To view more detailed information about an application, in the Applications list, drill down on the application Name link.

Creating an Application

Once you have viewed the list of applications you can add an application and specify the details and current status.

To create an application

1. Navigate to the Applications screen, and then the Application List view.
2. In the More Info form, add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Product Name	Indicates the product or products for this application.
   Stage	Indicates the application status. This value changes according to the Method selection.

   NOTE:  Only those with the required administrative responsibilities, such as Siebel administrators, can set the Sales Stage and Sales Method values in the Siebel Assistant Administration screen, Sales Method view. For more information, see Applications Administration Guide.