Viewing and Creating Applications (End User)

The Siebel Finance Applications screen provides access to consumer and small-business applications. The Applications list displays information about applications, such as applicant address, phone number, and application stages. End users can use the Applications screen to locate, view, and update applications.

To access the Applications view from the Contacts screen

1. Navigate to the Contacts screen, and then the Contacts List view.

2. In the Contacts list, drill down on the contact.

3. Click the Applications view tab.

4. To view more detailed information about an application, in the Applications list, drill down on the application Name link.