Using the Home Page for Siebel Financial Services

The following procedures related to using the Siebel Mobile application for Siebel Financial Services home page are included in this topic:

• Scheduling and Viewing Activities on the Home Page

• Accessing New Records From the Home Page

• Reviewing Charts on the Home Page

• Reviewing Opportunities From the Home Page

Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Financial Services.