1. Siebel 7.8 User Reference Guide

2. This page intentionally left blank. 3. Tip: To save Siebel to your favorites, first remove all text after http://mlbsbltrn1vm/sales_enu/start.swe Then access the Internet Explorer menu bar and clickFavorites :Add to Favorites . Overview of Siebel What is Siebel? Siebel is a Customer Relationship Management (CRM) system.Siebel is a brand name of Oracle Corporation. How do I Access Siebel? Siebel is a web based application.Prior to accessing it, establish a connection to the Harris network. To Access Siebel:

Establish an internet connection and access the Harris network.

Open Internet Explorer and enter the link provided in the Address Bar. The Siebel Log in Screen will appear.

To Log in:

Enter yourUser ID:

Enter yourPassword:

Click. Siebel opens in the Internet Explorer window.

1 4. Overview of Siebel What is the Siebel Browser Check? When you access Siebel, you may be prompted to run the Siebel Browser Check.This will configure your web browser to run the Siebel application. To Run the Siebel Browser Check:

From the Siebel Browser Check pop-up window, click thePlease do not warn me again about recommended settingscheck box.

Click.

Click.

To Turn off the Internet Explorer Pop-up Blocker: From the Internet Explorer Menu Bar, chooseTools :Pop-up Blocker :Turn Off Pop-up Blocker . Pop-up Blockers and Siebel When working in Siebel, ensure all pop-up blockers are turned off.Pop-up blockers will prevent Siebel pop-up windows from displaying or displaying correctly. To Turn off the Google Pop-up Blocker: From the Google Toolbar, click.The button will change to. To Turn off the Yahoo! Pop-up Blocker: From the Yahoo! Toolbar, click.The button will change to. 2 5. Siebel Terminology Internet Explorer Browser Buttons Internet Explorer Menu Bar Application Level Menu Bar and Toolbar List Applet Form Applet Screen Tabs Thread Bar Link Bar Next & Previous Record Buttons View Tabs Queries Box Show More Button Menu Button Visibility Filter 3 6. 4 This page intentionally left blank. 7.

From any Siebel screen, click.The Site Map will appear.

Click theUser Preferenceslink to scroll down to the User Preferences section.

From the User Preferences section, selectDefault Queries . The Default Queries view will appear.

From the Screens applet, select the screen on which you want to set your default query.

From the Screen View applet, select the Visibility Filter for which you want to set your default query.

Click in the Default Query field and click. The Default Queries pop-up window will appear.

Select the appropriate query. Note: For the Opportunities screen, it is recommended to set the default query to *Actives.This query filters out won and lost opportunities.

Click.

Personalizing Siebel How do I Personalize Siebel to my Preferences? Before using Siebel for the first time, you should set your default query on the Opportunities screen and set your default price list. To Set your Default Queries: 5 8.

From the User Preferences screen, clickPrice List & Sales Methodologyon the Link Bar.The Price List & Sales Methodology view will appear.

In the Price List field, click. The Pick Price List pop-up window will appear.

Select the appropriate Price List.

Click.

Personalizing Siebel To Set your Default Price List:

From the User Preferences screen, clickBehavioron the Link Bar. The Behavior view will appear.

In the Startup View field, click. The Pick Favorite pop-up window will appear.

Select the appropriate Screen/View.

Click.

To Change your Default Startup View: 6 9. From the Home Screen, click. The Edit Layout screen appears. Note: ClicktoHide All Applets ,Show All Applets ,Expand All , orCollapse All . Can I Personalize the Home Page? The Siebel Home Page can be personalized to add, remove, and rearrange applets. Personalizing Siebel To Collapse and Hide Applets: Collapsethe applet Hidethe applet From the Home Screen, clickto collapse the applet. -or- Clickto hide the applet. To Edit the Layout: Collapse Hide Move Up Move Down Switch back to theDefault Layout Save changes and return to the Home Page 7 10. 8 This page intentionally left blank. 11. How do I Exit the Siebel Application? It is a best practice to exit Siebel using File: Log Out from the Application Level Menu Bar. Exiting Siebel To Log Out: From the Application Level Menu Bar, clickFile :Log Out . 9 12. This page intentionally left blank. 10 13. Keyboard Shortcuts 11 F2 Pop Up Pick List Enter Pick Record in Pick List Ctrl+Shift+K Define Columns Displayed Ctrl+Shift+O Define Sort OrderAlt+Q New Query Alt+R Refine Query Enter Execute Query Alt+S Save Query Ctrl+ Next Record Ctrl+ Previous Record Alt+ Next Page of Records Alt+ L Last Record Alt+F First Record General Commands Ctrl+N Add New Record Ctrl+D Delete Record Ctrl+B Copy Record Ctrl+S Save Record Ctrl+U or Esc Undo Ctrl+X Cut Ctrl+C Copy Ctrl+V Paste Delete Clear Ctrl+A Select All Ctrl+Shift+A Go to Site Map Ctrl+Shift+X Exit Application Esc Cancel an Action Ctrl+Shift+R Run a Report Ctrl+Shift+3 Count Records Pick Lists Layout Management Queries Navigation Shortcut Function 14. This page intentionally left blank. 12 15. How do I Search for Information in Siebel? Use the query functionality to search for records in Siebel.You can query by one criteria or multiple, use wildcard characters, and use query operators (AND, OR, etc.) Working with Queries To Run a Query:

Click. In the list applet, a blank row appears.In the form applet, the fields blank out.

Enter your search criteria and click. -or- Clickto cancel the query.

13 16. To Refine a Query:

From theMenu button , clickRefine Query .

Enter your additional criteria.

Click. -or- Clickto cancel and return to the previous query.

Working with Queries To Save a Query:

Run the query you want to save.

From the Application Level Menu Bar, clickQuery :Save Query As The Save Query As dialog box appears.

Enter aQuery Name .

Click. The Query is saved in the Queries box on that screen.

14 17. Query Operators 15 performance OR memoryfinds all records that contain eitherperformanceormemoryin the query field. Placed between values, returns records for which at least one condition is true. OR performance*AND*memory*finds all records in which the query field starts withperformanceand also containsmemory . *disk* and *crash*finds all records that contain bothdiskandcrashin the query field. Placed between values, returns only records for which all conditions are true. AND EnterIS NOT NULLin the Due Date query field to find all records for which the Due Date field is not blank. Placed in the query field, returns records for which the query field is not blank. IS NOT NULL EnterIS NULLin the Due Date query field to find all records for which the Due Date field is blank. Placed in the query field, returns records for which the query field is blank. IS NULL >=500finds all records in which the value in the query field is greater than or equal to500 . Placed before a value, returns records containing a value greater than or equal to the query value. >=