10 Using the Siebel Mobile Connected Application for Siebel Finance

This chapter describes the tasks that a user of the Siebel Mobile application for Siebel Finance can execute in online (connected) mode. It includes the following topics:

Using the Home Page for Siebel Finance
Managing Accounts for Siebel Finance
Managing Contacts for Siebel Finance
Managing Financial Applications for Siebel Finance
Managing Opportunities for Siebel Finance
Managing Households for Siebel Finance
Managing Financial Accounts for Siebel Finance
Managing Activities for Siebel Finance
Managing Leads for Siebel Finance

Note:

The procedures in this chapter assume that inline editing is configured for Siebel Mobile. If inline editing is not configured, then pencil icons appear in the user interface. You can tap these icons to edit information. For more information, see "Inline Editing".