11Using the Siebel Mobile Disconnected Application for Siebel Sales

Using the Siebel Mobile Disconnected Application for Siebel Sales

This chapter describes the tasks that a user of the Siebel Mobile application for Siebel Sales can execute in online (connected) and offline (disconnected) mode. Tasks and features that are not supported in offline mode are listed. It includes the following topics:

• Managing Accounts for Siebel Sales

• Managing Contacts for Siebel Sales

• Managing Leads for Siebel Sales

• Managing Opportunities for Siebel Sales

• Managing Quotes for Siebel Sales

• Managing Orders for Siebel Sales

• Managing Activities for Siebel Sales

• Unsupported Siebel Sales Features in Offline Mode

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.

Managing Accounts for Siebel Sales

An account is a company or individual with whom your company conducts business. It represents the relationship between your company and that company or individual. You can use the Account Details screen as the primary navigation tool for your customer interactions.

The following procedures related to accounts and account management are included in this topic:

• Displaying Account Details (Siebel Sales)

• Modifying Account Information

• Modifying Contact Information for an Account

• Modifying Opportunity Information for an Account

• Modifying Address Information for an Account

• Modifying Activity Information for an Account

• Modifying Account Team Information for an Account

Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.

Displaying Account Details (Siebel Sales)

You can display account details by using the Accounts list.

To display account details

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear after the list in the main pane.

3. To view the related items for the selected account, tap the following names in the list in the side pane:

   • Contacts. Shows the contact information for the account. For more information, see Modifying Contact Information for an Account.

   • Opportunities. Shows the opportunity information for the account. For more information, see Modifying Opportunity Information for an Account.

   • Addresses. Shows the address information for the account. For more information, see Modifying Address Information for an Account.

   • Activities. Shows the activity information for the account. For more information, see Modifying Activity Information for an Account.

   • Account Team. Shows the account team information for the account. For more information, see Modifying Account Team Information for an Account.

Modifying Account Information

Complete the following procedure to modify account information.

To modify account information

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Update an existing account as follows:

   1. Tap an account in the Accounts list.

      All details for the selected account appear after the list in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new account as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new account in the fields that appear, and then save the record.

Modifying Contact Information for an Account

Complete the following procedure to modify the contact information for an account.

To modify the contact information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear after the list in the main pane.

3. Update an existing account contact as follows:

   1. Tap Contacts in the list in the side pane.

      All contacts associated with the account appear in the Contacts list in the main pane.

   2. Tap the contact that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing contact to the account as follows:

   1. Tap Contacts in the list in the side pane, and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the contact on the list that appears, and then tap OK.

   Note: In the case of child views where records are being associated, you can associate only a downloaded contact with a selected account in offline mode.

5. Create a new account contact as follows:

   1. Tap Contacts in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

   2. Enter the information for the new contact in the fields that appear, and then save the record.

   Note: Creating new records on this screen is supported only in online mode.

Modifying Opportunity Information for an Account

Complete the following procedure to modify the opportunity information for an account.

To modify the opportunity information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear after the list in the main pane.

3. Update an existing account opportunity as follows:

   1. Tap Opportunities in the list in the side pane.

      All opportunities associated with the account appear in the Opportunities list in the main pane.

   2. Tap the opportunity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new account opportunity as follows:

   1. Tap Opportunities in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Enter the information for the new opportunity in the fields that appear, and then save the record.

Modifying Address Information for an Account

Complete the following procedure to modify the address information for an account.

To modify the address information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear after the list in the main pane.

3. Update an existing account address as follows:

   1. Tap Addresses in the list in the side pane.

      All addresses associated with the account appear in the Addresses list in the main pane.

   2. Tap the address that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing address to the account as follows:

   1. Tap Addresses in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the Address on the list that appears, and then tap OK.

   Note: In the case of child views where records are being associated, you can associate only a downloaded address with a selected account in offline mode.

5. Create a new account address as follows:

   1. Tap Addresses in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

   2. Enter the information for the new address in the fields that appear, and then save the record.

   Note: Creating new records on this screen is supported only in online mode.

Modifying Activity Information for an Account

Complete the following procedure to modify the activity information for an account.

To modify the activity information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear after the list in the main pane.

3. Update an existing account activity as follows:

   1. Tap Activities in the list in the side pane.

      All activities associated with the account appear in the Activities list in the main pane.

   2. Tap the activity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new account activity as follows:

   1. Tap Activities in the list in the side pane then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new activity in the fields that appear, and then save the record.

Modifying Account Team Information for an Account

Complete the following procedure to modify the account team information for an account.

To modify the account team information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear after the list in the main pane.

3. Update an existing account team as follows:

   1. Tap Account Team in the list in the side pane.

      All team members associated with the account appear in the Account Team list in the main pane.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You can update the Role field and Primary check box only. You must navigate away from the record to save your changes to it.

   Note: You can update the Primary check box only in online mode.

4. Add an existing person to the account team as follows:

   1. Tap Account Team in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the person on the list that appears, and then tap OK.

Managing Contacts for Siebel Sales

A contact is an individual with whom your company conducts business or expects to conduct business in the future. It can be an employee of another company, an independent consultant, a vendor, or an acquaintance.

The following procedures related to contacts and contact management are included in this topic:

• Displaying Contact Details (Siebel Sales)

• Modifying Contact Information

• Modifying Opportunity Information for a Contact

• Modifying Contact Team Information for a Contact

• Modifying Address Information for a Contact

Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.

Displaying Contact Details (Siebel Sales)

You can display contact details by using the Contacts list.

To display contact details

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   All details for the selected contact appear after the list in the main pane.

3. To view the related items for the selected contact, tap the following names in the list in the side pane:

   • Opportunities. Shows the opportunity information for the contact. For more information, see Modifying Opportunity Information for a Contact.

   • Contact Team. Shows the contact team information for the contact. For more information, see Modifying Contact Team Information for a Contact.

   • Addresses. Shows the address information for the contact. For more information, see Modifying Address Information for a Contact.

Modifying Contact Information

Complete the following procedure to modify contact information.

To modify contact information

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Update an existing contact as follows:

   1. Tap a contact in the Contacts list.

      All details for the selected contact appear after the list in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new contact as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new contact in the fields that appear, and then save the record.

Modifying Opportunity Information for a Contact

Complete the following procedure to modify the opportunity information for a contact.

To modify the opportunity information for a contact

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   All details for the selected contact appear after the list in the main pane.

3. Update an existing contact opportunity as follows:

   1. Tap Opportunities in the list in the side pane.

      All opportunities associated with the contact appear in the Opportunities list in the main pane.

   2. Tap the opportunity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing opportunity to the contact as follows:

   1. Tap Opportunities in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the opportunity on the list that appears, and then tap OK.

   Note: In the case of child views where records are being associated, you can associate only a downloaded opportunity with a selected contact in offline mode.

5. Create a new contact opportunity as follows:

   1. Tap Opportunities in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

   2. Enter the information for the new opportunity in the fields that appear, and then save the record.

   Note: Creating new records on this screen is supported only in online mode.

Modifying Contact Team Information for a Contact

Complete the following procedure to modify the contact team information for a contact.

To modify the contact team information for a contact

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   All details for the selected contact appear after the list in the main pane.

3. Update an existing contact team as follows:

   1. Tap Contact Team in the list in the side pane.

      All team members associated with the contact appear in the Contact Team list in the main pane.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You can update only the Role field and Primary check box. You must navigate away from the record to save your changes to it.

      Note: You can update the Primary check box only in online mode.

4. Add an existing person to the contact team as follows:

   1. Tap Contact Team in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the person on the list that appears, and then tap OK.

Modifying Address Information for a Contact

Complete the following procedure to modify the address information for a contact.

To modify the address information for a contact

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   All details for the selected contact appear after the list in the main pane.

3. Update an existing contact address as follows:

   1. Tap Addresses in the list in the side pane.

      All addresses associated with the contact appear in the Addresses list in the main pane.

   2. Tap the address that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing address to the contact as follows:

   1. Tap Addresses in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the address on the list that appears, then tap OK.

   Note: In the case of child views where records are being associated, you can associate only a downloaded address with a selected contact in offline mode.

5. Create a new contact address as follows:

   1. Tap Addresses in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

   2. Enter the information for the new address in the fields that appear, and then save the record.

   Note: Creating new records on this screen is supported only in online mode.

Managing Leads for Siebel Sales

A lead is a new prospect or existing customer who might become an opportunity.

The following procedures related to leads and lead management are included in this topic:

• Displaying Lead Details (Siebel Sales)

• Modifying Lead Information

• Modifying Opportunity Information for a Lead

• Converting a Lead to an Opportunity

Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.

Displaying Lead Details (Siebel Sales)

You can display lead details by using the Leads list.

To display lead details

1. Tap Side Menu and then tap Leads to display the following:

   • The Leads list and details for the selected lead in the main pane.

   • A list in the side pane in which you can select the related items for leads.

2. Tap a lead in the Leads list.

   All details for the selected lead appear after the list in the main pane.

3. To view the related items for the selected lead, tap the following name in the list in the side pane:

   • Opportunities. Shows the opportunity information for the lead. For more information, see Modifying Opportunity Information for a Lead.

Modifying Lead Information

Complete the following procedure to modify lead information.

To modify lead information

1. Tap Side Menu and then tap Leads to display the following:

   • The Leads list and details for the selected lead in the main pane.

   • A list in the side pane in which you can select the related items for leads.

2. Update an existing lead as follows:

   1. Tap a lead in the Leads list.

      All details for the selected lead appear after the list in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new lead as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new lead in the fields that appear, and then save the record.

Modifying Opportunity Information for a Lead

Complete the following procedure to modify the opportunity information for a lead.

To modify the opportunity information for a lead

1. Tap Side Menu and then tap Leads to display the following:

   • The Leads list and details for the selected lead in the main pane.

   • A list in the side pane in which you can select the related items for leads.

2. Tap a lead in the Leads list.

   All details for the selected lead appear after the list in the main pane.

3. Update an existing lead opportunity as follows:

   1. Tap Opportunities in the list in the side pane.

      All opportunities associated with the lead appear in the Opportunities list in the main pane.

   2. Tap the opportunity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing opportunity to the lead as follows:

   1. Tap Opportunities in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the opportunity on the list that appears, and then tap OK.

   Note: In the case of child views where records are being associated, you can associate only a downloaded opportunity with a selected lead in offline mode.

5. Create a new lead opportunity as follows:

   1. Tap Opportunities in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

   2. Enter the information for the new opportunity in the fields that appear, and then save the record.

   Note: Creating new records on this screen is supported only in online mode.

Converting a Lead to an Opportunity

When you convert a lead to an opportunity, an opportunity record is automatically created for the lead using data from the lead. For more information about converting leads to opportunities, see Siebel Marketing User Guide.

To convert a lead to an opportunity

1. Tap Side Menu and then tap Leads to display the following:

   • The Leads list and details for the selected lead in the main pane.

   • A list in the side pane in which you can select the related items for leads.

2. Tap a lead in the Leads list.

   All details for the selected lead appear after the list in the main pane.

3. Tap Convert to convert the lead to an opportunity.

Note: You can convert only a lead that includes a contact. If the lead includes a prospect, then you must promote the prospect to a contact before you can convert the lead to an opportunity.

Converting a Lead to an Opportunity (Offline Mode Only)

The field mapping used for converting a Lead to an Opportunity in offline mode are:

Lead BC Fields	Opportunity BC Fields
[Description]+[Id]+Timestamp	Name
Account Id	Account Id
Contact Id	Key Contact Id
Primary Position Id	Primary Position Id
Primary Organization Id	Primary Organization Id
Quality	Quality

The field mapping for Prospect to Contact creation is:

List Mgmt Prospective Contact BC Fields	Contact BC Fields
Last Name	Last Name
First Name	First Name
Home Phone #	Home Phone #
Work Phone #	Work Phone #
Cellular Phone #	Cellular Phone #
Fax Phone #	Fax Phone #
Email Address	Email Address
Id	Person UId

About Synchronizing Opportunities

When synchronizing opportunities that were converted in offline mode, the following happens:

• Convert Lead to Opty Service business service is invoked which updates all Opportunity child entities.

• Lead Notes, Lead Products, and Lead Positions are copied from the Lead to the Opportunity.

Managing Opportunities for Siebel Sales

An opportunity is a potential revenue-generating event. It is usually associated with an account and one or more contacts, products, activities, and quotes.

The following procedures related to opportunities and opportunity management are included in this topic:

• Displaying Opportunity Details (Siebel Sales)

• Modifying Opportunity Information

• Modifying Contact Information for an Opportunity

• Modifying Product Information for an Opportunity

• Modifying Quote Information for an Opportunity

• Converting an Opportunity to a Quote

• Modifying Activity Information for an Opportunity

• Modifying Opportunity Team Information for an Opportunity

Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.

Displaying Opportunity Details (Siebel Sales)

You can display opportunity details by using the Opportunities list.

To display opportunity details

1. Tap Side Menu and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the main pane.

   • A list in the side pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear after the list in the main pane.

3. To view the related items for the selected opportunity, tap the following names in the list in the side pane:

   • Contacts. Shows the contact information for the opportunity. For more information, see Modifying Contact Information for an Opportunity.

   • Products. Shows the product information for the opportunity. For more information, see Modifying Product Information for an Opportunity.

   • Quotes. Shows the quote information for the opportunity. For more information, see Modifying Quote Information for an Opportunity and Converting an Opportunity to a Quote.

   • Activities. Shows the activity information for the opportunity. For more information, see Modifying Activity Information for an Opportunity.

   • Opportunity Team. Shows the opportunity team information for the opportunity. For more information, see Modifying Opportunity Team Information for an Opportunity.

Modifying Opportunity Information

Complete the following procedure to modify opportunity information.

To modify opportunity information

1. Tap Side Menu and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the main pane.

   • A list in the side pane in which you can select the related items for opportunities.

2. Update an existing opportunity as follows:

   1. Tap an opportunity in the Opportunities list.

      All details for the selected opportunity appear after the list in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new opportunity as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new opportunity in the fields that appear, and then save the record.

Modifying Contact Information for an Opportunity

Complete the following procedure to modify the contact information for an opportunity.

To modify the contact information for an opportunity

1. Tap Side Menu and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the main pane.

   • A list in the side pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear after the list in the main pane.

3. Update an existing opportunity contact as follows:

   1. Tap Contacts in the list in the side pane.

      All contacts associated with the opportunity appear in the Contacts list in the main pane.

   2. Tap the contact that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing contact to the opportunity as follows:

   1. Tap Contacts in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the contact on the list that appears, and then tap OK.

   Note: In the case of child views where records are being associated, you can associate only a downloaded contact with a selected opportunity in offline mode.

5. Create a new opportunity contact as follows:

   1. Tap Contacts in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

   2. Enter the information for the new contact in the fields that appear, and then save the record.

   Note: Creating new records on this screen is supported only in online mode.

Modifying Product Information for an Opportunity

Complete the following procedure to modify the product information for an opportunity.

To modify the product information for an opportunity

1. Tap Side Menu and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the main pane.

   • A list in the side pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear after the list in the main pane.

3. Update an existing opportunity product as follows:

   1. Tap Products in the list in the side pane.

      All products associated with the opportunity appear in the Products list in the main pane.

   2. Tap the product that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new opportunity product as follows:

   1. Tap Products in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new product in the fields that appear, and then save the record.

Modifying Quote Information for an Opportunity

Complete the following procedure to modify the quote information for an opportunity.

To modify the quote information for an opportunity

1. Tap Side Menu and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the main pane.

   • A list in the side pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear after the list in the main pane.

3. Update an existing opportunity quote as follows:

   1. Tap Quotes in the list in the side pane.

      All quotes associated with the opportunity appear in the Quotes list in the main pane.

   2. Tap the quote that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new opportunity quote as follows:

   1. Tap Quotes in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new quote in the fields that appear, and then save the record.

Converting an Opportunity to a Quote

When you create a quote from an opportunity using the Auto Quote link, a quote record is automatically created for the opportunity using the data from the opportunity. Quote items are created from products associated with an opportunity. Any opportunity products that have the Auto Quote flag checked are also copied to the quote record.

To convert an opportunity to a quote

1. Tap Side Menu and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the main pane.

   • A list in the side pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear after the list in the main pane.

3. Tap Quotes in the list in the side pane.

4. Tap Auto Quote to create a quote from the opportunity.

Converting an Opportunity to a Quote (Offline Mode Only)

The field mapping used for converting an Opportunity to a Quote in offline mode are:

Opportunity BC Fields	Quote BC Fields
Account Id	Account Id

Opportunity Product BC Fields	Quote Item BC Fields
Product	Product
Product Quantity	Extended Quantity Requested
Product Quantity	Quantity Requested

Price related fields (for example Net Price, Start Price, and Total) are not available when a quote is created in disconnected mode. These fields are automatically populated when the records are synchronized with the server.

Modifying Activity Information for an Opportunity

Complete the following procedure to modify the activity information for an opportunity.

To modify the activity information for an opportunity

1. Tap Side Menu and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the main pane.

   • A list in the side pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear after the list in the main pane.

3. Update an existing opportunity activity as follows:

   1. Tap Activities in the list in the side pane.

      All activities associated with the opportunity appear in the Activities list in the main pane.

   2. Tap the activity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new opportunity activity as follows:

   1. Tap Activities in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new activity in the fields that appear, and then save the record.

Modifying Opportunity Team Information for an Opportunity

Complete the following procedure to modify the opportunity team information for an opportunity.

To modify the opportunity team information for an opportunity

1. Tap Side Menu and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the main pane.

   • A list in the side pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear after the list in the main pane.

3. Update an existing opportunity team as follows:

   1. Tap Opportunity Team in the list in the side pane.

      All team members associated with the opportunity appear in the Opportunity Team list in the main pane.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You can update only the Role field and Primary check box. You must navigate away from the record to save your changes to it.

   Note: You can update the Primary check box only in online mode.

4. Add an existing person to the opportunity team as follows:

   1. Tap Opportunity Team in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Choose the person on the list that appears, and then tap OK.

Managing Quotes for Siebel Sales

A quote is an offer to a customer for specific products and services at a specific price. It includes effective dates, prices, and discounts.

The following procedures related to quotes and quotes management are included in this topic:

• Displaying Quote Details

• Modifying Quote Information

• Modifying Line Item Information for a Quote

• Modifying Order Information for a Quote

• Converting a Quote to an Order

• Modifying Quote Team Information for a Quote

Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.

Displaying Quote Details

You can display quote details by using the Quotes list.

To display quote details

1. Tap Side Menu and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the main pane.

   • A list in the side pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear after the list in the main pane.

3. To view the related items for the selected quote, tap the following names in the list in the side pane:

   • Line Items. Shows the quote item information for the quote. For more information, see Modifying Line Item Information for a Quote.

   • Orders. Shows the order information for the quote. For more information, see Modifying Order Information for a Quote and Converting a Quote to an Order.

   • Quote Team. Shows the quote team information for the quote. For more information, see Modifying Quote Team Information for a Quote.

Modifying Quote Information

Complete the following procedure to modify quote information.

To modify quote information

1. Tap Side Menu and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the main pane.

   • A list in the side pane in which you can select the related items for quotes.

2. Update an existing quote as follows:

   1. Tap a quote in the Quotes list.

      All quote details for the selected quote appear after the list in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new quote as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new quote in the fields that appear, and then save the record.

Modifying Line Item Information for a Quote

Complete the following procedure to modify the line item information for a quote.

To modify the line item information for a quote

1. Tap Side Menu and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the main pane.

   • A list in the side pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear after the list in the main pane.

3. Update an existing quote line item as follows:

   1. Tap Line Items in the list in the side pane.

      All line items associated with the quote appear in the Line Items list in the main pane.

   2. Tap the line item that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new quote line item as follows:

   1. Tap Line Items in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new line item in the fields that appear, and then save the record.

Modifying Order Information for a Quote

Complete the following procedure to modify the order information for a quote.

To modify the order information for a quote

1. Tap Side Menu and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the main pane.

   • A list in the side pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear after the list in the main pane.

3. Update an existing quote order as follows:

   1. Tap Orders in the list in the side pane.

      All orders associated with the quote appear in the Orders list in the main pane.

   2. Tap the order that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new quote order as follows:

   1. Tap Orders in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new order on the page that appears, and then save the record.

Converting a Quote to an Order

When you create an order from a quote using the Auto Order link, an order record is automatically created for the quote using the data from the quote. For more information about creating orders from quotes, see Siebel Order Management Guide.

To convert a quote to an order

1. Tap Side Menu and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the main pane.

   • A list in the side pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear after the list in the main pane.

3. Tap Orders in the list in the side pane.

4. Tap Auto Order to create an order from the quote.

Converting a Quote to an Order (Offline Mode Only)

The field mapping used for converting a Quote to an Order in offline mode are:

Quote BC Fields	Order Entry - Orders BC Fields
Discount Amount	Discount Amount
Primary Organization Id	Primary Organization Id

Quote Item BC Fields	Order Entry - Line Items BC Fields
Product	Product
Quantity Requested	Quantity Requested
Discount Percent	Discount Percent
Base Price	Base Price
Adjusted List Price	Adjusted List Price
Net Price	Net Price

Pricing related fields (for example Net Price, Start Price, and Total) are not available when an order is created in disconnected mode. These fields are automatically populated when the records are synchronized with the server.

Modifying Quote Team Information for a Quote

Complete the following procedure to modify the quote team information for a quote.

To modify the quote team information for a quote

1. Tap Side Menu and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the main pane.

   • A list in the side pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear after the list in the main pane.

3. Update an existing quote team as follows:

   1. Tap Quote Team in the list in the side pane.

      All team members associated with the quote appear in the Quote Team list in the main pane.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You can update only the Primary check box. You must navigate away from the record to save your changes to it.

      Note: You can update the Primary check box only in online mode.

4. Add an existing person to the quote team as follows:

   1. Tap Quote Team in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Choose the person on the list that appears, and then tap OK.

Managing Orders for Siebel Sales

An order is a commitment on the part of the customer to purchase products and services at a specific price. It can be generated from a quote or created directly by a sales person, call center agent, and sales administrator.

The following procedures related to orders and order management are included in this topic:

• Displaying Order Details (Siebel Sales)

• Modifying Order Information

• Modifying Line Item Information for an Order

Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.

Displaying Order Details (Siebel Sales)

You can display order details by using the Orders list.

To display order details

1. Tap Side Menu and then tap Orders to display the following:

   • The Orders list and details for the selected order in the main pane.

   • A list in the side pane in which you can select the related items for orders.

2. Tap an order in the Orders list.

   All details for the selected order appear after the list in the main pane.

3. To view the related items for the selected order, tap the following name in the list in the side pane:

   • Line Items. Shows the line item information for the order. For more information, see Modifying Line Item Information for an Order.

Modifying Order Information

Complete the following procedure to modify order information.

To modify order information

1. Tap Side Menu and then tap Orders to display the following:

   • The Orders list and details for the selected order in the main pane.

   • A list in the side pane in which you can select the related items for orders.

2. Update an existing order as follows:

   1. Tap an order in the Orders list.

      All details for the selected order appear after the list in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new order as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new order in the fields that appear, and then save the record.

Modifying Line Item Information for an Order

Complete the following procedure to modify the line item information for an order.

To modify the line item information for an order

1. Tap Side Menu and then tap Orders to display the following:

   • The Orders list and details for the selected order in the main pane.

   • A list in the side pane in which you can select the related items for orders.

2. Tap an order in the Orders list.

   All details for the selected order appear after the list in the main pane.

3. Update an existing order line item as follows:

   1. Tap Line Items in the list in the side pane.

      All line items associated with the order appear in the Line Items list in the main pane.

   2. Tap the line item that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new order line item as follows:

   1. Tap Line Items in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new line item in the fields that appear, and then save the record.

Managing Activities for Siebel Sales

An activity is a task that you perform for a contact, account, or opportunity.

The following procedures related to activities and activity management are included in this topic:

• Displaying Activity Details (Siebel Sales)

• Modifying Activity Information

• Modifying Contact Information for an Activity

• Modifying Employee Information for an Activity

Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Sales.

Displaying Activity Details (Siebel Sales)

You can display activity details by using the Activities list.

To display activity details

1. Tap Side Menu and then tap Activities to display the following:

   • The Activities list and details for the selected activity in the main pane.

   • A list in the side pane in which you can select the related items for activities.

2. Tap an activity in the Activities list.

   All details for the selected activity appear after the list in the main pane.

3. To view the related items for the selected activity, tap the following names in the list in the side pane:

   • Contacts. Shows the contact information for the activity. For more information, see Modifying Contact Information for an Activity.

   • Employees. Shows the employee information for the activity. For more information, see Modifying Employee Information for an Activity.

Modifying Activity Information

Complete the following procedure to modify activity information.

To modify activity information

1. Tap Side Menu and then tap Activities to display the following:

   • The Activities list and details for the selected activity in the main pane.

   • A list in the side pane in which you can select the related items for activities.

2. Update an existing activity as follows:

   1. Tap an activity in the Activities list.

      All details for the selected activity appear after the list in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new activity as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new activity in the fields that appear, and then save the record.

Modifying Contact Information for an Activity

Complete the following procedure to modify the contact information for an activity.

To modify the contact information for an activity

1. Tap Side Menu and then tap Activities to display the following:

   • The Activities list and details for the selected activity in the main pane.

   • A list in the side pane in which you can select the related items for activities.

2. Tap an activity in the Activities list.

   All details for the selected activity appear after the list in the main pane.

3. Update an existing activity contact as follows:

   1. Tap Contacts in the list in the side pane.

      All contacts associated with the activity appear in the Contacts list in the main pane.

   2. Tap the contact that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing contact to the activity as follows:

   1. Tap Contacts in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the contact on the list that appears, and then tap the OK.

   Note: In the case of child views where records are being associated, you can associate only a downloaded contact with a selected activity in offline mode.

5. Create a new activity contact as follows:

   1. Tap Contacts in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

   2. Enter the information for the new contact in the fields that appear, and then save the record.

   Note: Creating new records on this screen is supported only in online mode.

Modifying Employee Information for an Activity

Complete the following procedure to modify the employee information for an activity.

To modify the employee information for an activity

1. Tap Side Menu and then tap Activities to display the following:

   • The Activities list and details for the selected activity in the main pane.

   • A list in the side pane in which you can select the related items for activities.

2. Tap an activity in the Activities list.

   All details for the selected activity appear after the list in the main pane.

3. Update an existing activity employee as follows:

   1. Tap Employees in the list in the side pane.

      All employees associated with the activity appear in the Employees list in the main pane.

   2. Tap the employee that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing employee to the activity as follows:

   1. Tap Employees in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the employee on the list that appears, and then tap OK.

Unsupported Siebel Sales Features in Offline Mode

The features listed in this topic are not supported in offline mode in the Siebel Mobile disconnected application for Siebel Sales. You must be connected to the Internet and, in some cases, to the Siebel Server to do the following in your Siebel Mobile disconnected application for Siebel Sales:

• Update the Primary check box

  Primary check box functionality is not supported in the Siebel Mobile application for Siebel Sales. For more information, see the following:

  • Modifying Account Team Information for an Account

  • Modifying Contact Team Information for a Contact

  • Modifying Opportunity Team Information for an Opportunity

  • Modifying Quote Team Information for a Quote

• Directly create new address records for accounts or contacts

  Note: In the case of child views where records are being associated, you can associate only a downloaded address with a selected account in offline mode.

  In the case of child views where records are being associated, you can associate only a downloaded address with a selected account or contact in offline mode. For more information, see Modifying Address Information for an Account and Modifying Address Information for a Contact.

• Directly create new records using the double plus (++) icon

For more information about the general features that are not supported in offline mode, see Unsupported Siebel Mobile Features in Offline Mode.