Performing Retail Assessments

Retail assessments measure an account against a set of predefined attributes. Typically, you create the predefined attributes as assessment templates. The assessment template can help to determine the possibility of introducing a new product or measure the retail presence of a competitor.

For information about creating assessment templates, see the topic about setting up assessment templates in Siebel Applications Administration Guide.

This task is a step in Process of Performing Retail Activities (End User).

To perform a retail assessment

1. Navigate to the Visit Execution screen, and locate your visit in the visit form.

2. If a retail assessment activity is not in the Activities list, create a new record with an activity type of Retail Assessment.

   Note: For information about adding an activity to an account visit, see Creating Retail Activities (End User).

3. In the Activity Type field, drill down on the Retail Assessment hyperlink.

   The Assessments view in the Accounts screen appears. The current account appears in the Account form.

4. In the Assessments list, select the assessment that you want to perform during this visit.

5. In the Assessment Attributes list, enter values in the fields for each assessment attribute.