Accessing New Records From the Home Page

From the home page, you can quickly access the following types of recently created records: applications, leads, items needing approval, and opportunities. After you access the new records for one type, you can navigate back to the home page to access the new records for a different type.

To access new records from the home page

1. Tap Side Menu and then tap Home to display the home page.

2. Tap in the tile containing the graphic and link for the type of new records that you want to access.

   The tile is highlighted.

3. Tap the link under the graphic in the tile, and note the following:

   • If you tap the Open Applications link, a list of financial applications associated with your user ID appears.

   • If you tap the New Leads link, a list of new leads appears.

   • If you tap the Approvals link, any items that need your approval appear in the inbox. For more information about approving items in the inbox and about the inbox in general, see Siebel Applications Administration Guide.

   • If you tap the New Opportunities link, a list of new opportunities appears.