Selecting a Recommended Product Using the Apply Field

Use the following procedure to select a recommended product using the Apply field.

To select a recommended product using the Apply field

1. If necessary, return to the generated Recommendation list based on the needs analysis.

2. Click to place a check mark in the Apply field next to each product for which the customer wants to apply.

   There is no limit to the number of products that can be selected.

   Note: If the customer wants to apply for more than one product (for example, a checking account and a mortgage loan), you can go to a different Needs Analysis view for each product type, perform the needs analysis, and apply for additional products. When you select Auto Application, you are taken to the Application screen, where you can fill out applications for all the selected products.

3. Leave the record containing the checked Apply field.

4. Select Auto Application by doing one of the following:

   • Click the Auto Application icon in the corner.

   • From the application-level menu, choose File, Auto, and then Application.

5. In the first Application view, click the select button in the Product Name field.

   The recommended products appear in the Applications view.

6. In the Products dialog box, select the Primary field for the product whose name appears in the Product Name field.

For more information about filling out applications, see Managing Siebel Finance Applications.