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Siebel Finance Guide > Managing Opportunities > Managing Deals in Siebel FinancePerform the deal management end user tasks detailed in this topic from any of the Opportunities views. The tasks described in this topic include:
In Siebel Finance, user's responsibilities can limit the availability of certain views and functionality. As a result, the views that appear might vary from those documented here. End users add a new deal by creating a new opportunity in the Opportunities screen. For more information, see Adding Opportunities in Siebel Finance. NOTE: Deals can also be added from the Opportunities Administration view. The deal primary members and their managers can restrict other deal team and nondeal team members' visibility to a deal by securing it. Securing a deal also secures the deal activities associated with the deal. Give end users visibility to the deals and activities by adding them to both the deal team and the activities team. For information on adding and deleting deal team members, see Managing Opportunities and Team Members.
NOTE: Administrators can secure deals from the Opportunities Administration view. The primary deal team member, and occasionally the primary's manager, act as the deal administrator. Changing the Primary Deal Team MembersYou can change the primary deal team member. Use the following procedure to change the primary deal team member. To change the primary deal team member
NOTE: Only the primary's manager in the My Team's Opportunities view or the Opportunities Administration view can change the primary deal team member. Use the BC user property - MVG Set Primary Restricted: visibility_mvlink_name to overwrite this. See Siebel Developer's Reference for additional details. Creating a New Activity Plan for a DealYou can create a new activity plan for a deal. Use the following procedure to create a new activity plan for a deal. To create a new activity plan for a deal
Creating a New Activity and Assigning a Deal Team MemberYou can create a new activity and assign a deal team member. Use the following procedure to create a new activity and assign a deal team member. To create a new activity and assign a deal team member
Creating a New Attachment for a DealYou can create a new attachment for a deal. Use the following procedure to create a new attachment for a deal. |
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