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Creating a Product Change Request

End users who receive information about a product change request that has not already been entered in Siebel CRM, can create a product change request.

To create a product change request record

1. Navigate to the Products screen, then the Internal Product List view.
2. In the Products list, drill down on a product, and then click the Change Requests tab.
3. In the Change Requests list, create a new change request record.

   The Add Change Request dialog box appears.

   1. Select a change request in the Add Change Request dialog box that appears, and then click OK.

      The application adds a new record to the Change Requests list.

   2. Complete the following fields in the new change request record:
      • Enter a description in the Summary field.
      • Select the type of request in the Type field.
   3. Drill down on the Change Request hyperlink.

      The Change Request form appears.

   4. In the Change Request form, complete the necessary fields.