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Siebel Insurance Guide > Managing Companies > Creating Company Assessments (End User)An assessment is a set of attributes used to assess the business potential or credit worthiness of a company. Company assessments can be used to compare companies to each other or against a model, or to learn about companies and sales situations. End users complete the company assessment by selecting the appropriate values for the different attributes. To perform a company assessment
NOTE: Administrators must create the assessment templates. See Applications Administration Guide for more information on how to create assessment templates. |
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