Creating an Application

Once you have viewed the list of applications you can add an application and specify the details and current status.

To create an application

  1. Navigate to the Applications screen, and then the Application List view.

  2. In the More Info form, add a record, and complete the necessary fields described in the following table.

    Field Comments

    Product Name

    Indicates the product or products for this application.

    Stage

    Indicates the application status. This value changes according to the Method selection.

    Note: Only those with the required administrative responsibilities, such as Siebel administrators, can set the Sales Stage and Sales Method values in the Siebel Assistant Administration screen, Sales Method view. For more information, see Siebel Applications Administration Guide.