Creating an Organization Analysis

You can automatically create organization charts to help you analyze your key contacts and develop your relationship strategy to win the opportunity.

Siebel Sales automatically generates organization charts using the contacts associated with each opportunity. When you update contact information, your changes are reflected in the organization chart. You can update contact information from either the Opportunities screen or from the Contacts screen.

This task is a step in Process of Managing Opportunities.

To add existing contacts to the organization analysis

  1. Navigate to the Opportunities screen, then the Opportunities List view.

  2. Drill down on the Opportunity Name field of the opportunity record.

  3. Navigate to the Organization Analysis view.

  4. Use the form at the start of the screen to query for the opportunity.

  5. In the Organization Chart view, create a new record, select one or more contacts in the Add Contacts dialog box, and click OK.

    Note: To select a sequence of contact records, hold down the SHIFT key, and click the contact records. To select multiple contacts that are not in sequence, hold down the CTRL key, and click the contact records.