1. Siebel Basics Job Aid
Accurate
Reporting
Creating
Opportunity
Records
Updating
Company
Records
Adding
Addresses
Creating
New
Records
Navigation

2. Purpose: This job aid provides information about the following Siebel basics.
Refer to this job aid when you need to:
Siebel Basics Job Aid
• Navigate in Siebel.
• Create new company records.
• Add addresses.
Always refer to online help for the most current, accurate information.
To open online help, follow these steps:
 Click Help on the Siebel menu bar.
 Select Siebel Sales Online Help. Online help opens on the right side of your Siebel session.
• Update company records.
• Create new opportunity records.
• Complete required fields for accurate
opportunity reporting.

3. Use the following table of contents to quickly locate the information you
need to complete your daily tasks.
Table of Contents
Navigation………………………………………...4
Creating New Records…………………………11
Adding Addresses……………………………..14
Updating Company Records…………………21
Creating Opportunity Records………………22
Accurate Reporting…………………………….24

4. Navigation – Locating Your Siebel Records
To locate your opportunities, follow these steps:
 Click the Opportunities screen.
 In the Show field, select My Opportunities.
 In the Queries field, select *All Opportunities.
Use these important steps when you create a query.
If you are a sales manager, select
My Team’s Opportunities.
Screen
Show Queries

5. Navigation – Locating Your Siebel Records (cont.)
To locate your companies, follow these steps:
 Click the Companies screen.
 In the Show field, select My Companies.
If you need to query and find a company that is not one of your assigned companies,
select All Companies in the Show field.
If you are a sales manager, select
My Team’s Companies.
 In the Queries field, select All Companies.
Screen
Show Queries

6. Navigation – Locating Your Siebel Records (cont.)
If you don’t locate the record you need, click the Show More button to expand your
view of the list of records.
Show More
Expanded List

7. Navigation – Selecting a Record
To select a record, follow these steps:
 Place the record indicator to the left of the list.
 Highlight your record.

8. Navigation – Selecting a Link
Siebel links are blue. If you see blue text in a Siebel record, it’s a link. If
you click a link within a record, Siebel displays the detailed data
associated with that link in a form.
Sometimes the data associated with a link appears on a different screen.
Example: If you click a link in the Opportunities screen ~ Company field, Siebel displays the details of that
company on the Companies screen ~ Company form.
Siebel link

9. Navigation – Selecting a Link (cont.)
If you accidentally click a Siebel link, return to the previous screen by selecting one
of the following options:
Siebel Thread Bar
Siebel Back button
• Siebel thread bar
• Siebel Back button

10. Navigation - Using the Site Map or History Buttons
You can navigate Siebel by clicking the History or Site Map buttons.
The Siebel Site Map button displays a list
of links to screens and associated views.
The History button displays a
list of your Siebel session’s
navigational changes in a list
below the button.
When Siebel
displays this list,
the previous
screen tab is
selected.
To navigate to
another screen,
click a link.

11. Creating New Records
If a record does not exist in Siebel, you can create it by following these steps:
 Click the Query button to ask Siebel to locate your record.
 If Siebel answers your request with no records, click the New button to create a new record.
 Enter the correct information in Siebel.

12. Creating New Records (cont.)
If you accidentally click the New button before querying, you can undo the
record by following these steps:
 Click the Menu button. Siebel displays your menu options.
 Select Undo Record.
Siebel removes the record. If you step off the record before you
complete these steps, Siebel prevents
you from undoing the record.

13. If you need to create a company record, complete all the available company
information.
• SIC Code
• Name
• Address Line1
New Record
• Zip
• County
Creating New Records (cont.)
Completing the following minimum required fields enables you to generate rates in Siebel:
If generating rates in Siebel is not part of your business unit’s process,
your Siebel profile does not display this functionality.

14. Adding Addresses
 To find the fields listed under Address Line 1, click the select button.
The first Company Addresses dialog box opens.
Address Line 1
• Address Type
• Address Line 1
• Address Line 2
• City
• State
• Zip
• County

15.  In the first Company Addresses dialog box, click New to add an address.
Siebel displays the second Company Addresses
dialog box.
Adding Addresses (cont.)

16.  Determine if the address exists in Siebel’s address database by querying in the Find
and starting with: fields.
Adding Addresses (cont.)
Find starting with:

17. Adding Addresses (cont.)
If the address does not exist, go to step 4.
If the address exists, click Add> to add it to the company record. Go to page 20.
• Name
• Address Line 1
• Address Line 2
• City
• State
• Zip
• County
• Address Type
If you click Add> and then
select the record, Siebel
populates the following fields in
the Company form:
Page 20 provides a screen
capture example.

18.  In the second Company Addresses dialog box, click New to add an address.
The third Company Addresses dialog box opens.
Adding Addresses (cont.)
 In the third Company Addresses dialog box, complete
the following fields, and then click Save.
• Address Type
• Address Line 1
• Address Line 2
• City
• State
• Zip
• County
Siebel displays the new record in the right pane of
the second Company Addresses dialog box.
In the Address Type field, the default is HOME ADDRESS. Select the appropriate address type.

19. Select the Primary checkbox if this address is the principal address for the group.
Adding Addresses (cont.)
 In the right pane of the second Company Addresses dialog box, select the record you want
Siebel to display in the Company form, and then click OK.
Selected
Record
Right pane

20. • Name
• Address Line 1
• Address Line 2
• City
• State
• Zip
• County
• Address Type
Siebel populates the following fields in the Company form:
Adding Addresses (cont.)

21. Updating Company Records
For company records with the Status field set to Prospect or Suspect, make any
updates to the company address or record in the Companies screen.
If the prospect or suspect is sold, the company information is in RBMS.
RBMS updates the Siebel company record with the most current information on the GSS.
To update or add an address to a company record, follow the steps in the Adding Addresses section of
this job aid.

22. Creating Opportunity Records
If you need to create a new opportunity record, follow these steps:
 Navigate to the Opportunities screen.
 In the Show drop-down list, select My Opportunities.
 In the Queries drop-down list, select *All Opportunities.
 Query thoroughly for the opportunity. If Siebel does not return your query with a record, click New.
 Query for or create a company.
If you select an existing company record, Siebel populates the following fields in the opportunity record:
• Company
• Address Line 1
• Address Line2
• City
• State
• Zip
• County
• Address Type

23.  Complete the following fields:
• Sales Method
• Sales Cycle
• Opportunity
• Rating Zip
• Ex Channel
• Product Interest
• Internal Channel
• Effective Date
• Lead Status
• Eligible Employees
 Create the sales team.
Associate the agent or agency.
 Add the products.
Creating Opportunity Records (cont.)

24. Accurate Reporting
• Sales Method
• Opportunity
• Company
• Sales Cycle
• Effective Date
• Lead Status
Siebel requires information in certain fields to populate the Opportunity listing
reports. BCBSF Sales Management uses these reports for prospecting and sales
forecasting.
For accurate reporting, complete the following fields:
In the Sales Team field, select Primary to indicate the accountable sales representative.
The Type field is only available in the Opportunities screen ~ Opportunity list.
• Eligible Employees
• Agent Name
• Agency Name
• Sales Team
• Type

25. This Siebel Job Aid is provided by:
Corporate Sales - Sales Force Automation Department
 Siebel Adoption
 Channel Partner Information Management
 Siebel Administration
Produced by Enterprise Deployment