Managing Deals in Siebel Finance
Perform the deal management end user tasks detailed in this topic from any of the Opportunities views. The tasks described in this topic include:
Securing a deal
Changing the primary deal team member
Creating a new activity plan for a deal
Creating a new activity and assigning a deal team member
Creating a new attachment for a deal
In Siebel Finance, user’s responsibilities can limit the availability of certain views and functionality. As a result, the views that appear might vary from those documented here.
End users add a new deal by creating a new opportunity in the Opportunities screen. For more information, see Adding Opportunities in Siebel Finance.
The deal primary members and their managers can restrict other deal team and nondeal team members’ visibility to a deal by securing it. Securing a deal also secures the deal activities associated with the deal. Give end users visibility to the deals and activities by adding them to both the deal team and the activities team.
For information on adding and deleting deal team members, see Managing Opportunities and Team Members.
To secure a deal
Navigate to the Opportunities screen, and then the Opportunities Administration view.
In the Opportunities list, drill down on the deal you want to secure.
In the opportunity form, select the Secure field to indicate that the deal is secure.
The primary deal team member, and occasionally the primary’s manager, act as the deal administrator.