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Siebel Applications Administration Guide > Target Account Selling > Process of Managing Target Account SellingSiebel Target Account Selling (TAS) consists of eight views that automate the steps in the TAS methodology. The TAS Initial Plan report and the TAS Opportunity Plan report can be generated from the TAS module. The TAS Opportunity Plan template is available with Siebel Proposal Generator (a separately licensed module), which automatically creates the Opportunity Plan using Microsoft Word. The tasks associated with the Target Account Selling views describe how to use the Target Account Selling module. To manage Target Account Selling, perform the following tasks:
While you are in a view, click Reports in the toolbar to access the available preconfigured reports for the data in that view. For more information about reports, see Siebel Reports Guide. |
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