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Enrolling a Customer for a Service in Siebel Energy (End User)


End users can enroll customers in a service offered by their company.

To enroll a customer for a service

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Drill down on the name of the opportunity.
  3. Click the Price Comparison view tab.
  4. In the Price Comparison list, select a price comparison record or generate a new price comparison record.

    For more information, see Generating a Price Comparison (End User).

  5. Click Enroll.

    For an existing customer, Siebel Energy creates an order. For a new customer, the CSR can create an account before the order is created. For more information about the ordering process, see Siebel Order Management Guide Addendum for Communications.

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