Sharing Literature Through eBriefings

Siebel eBriefings are personalized pages that combine information from the Siebel database, such as links with a user’s new opportunities or new service requests, with background information about businesses the user works with. The user can choose which customer accounts and competitors to track, and information about those businesses appear in the Account Briefing and Competitor Briefing view of that user’s eBriefings screen. You can include links to literature about the account or competitor.

To share literature through eBriefings, you can associate it with Accounts, Competitors, Industries, or Products. For more information about Briefings, see Siebel Briefings Administration Guide.

To share literature through eBriefings

  1. Navigate to the Administration - Document screen, then the Literature view.

  2. In the Literature list, select a literature record, or create a new literature record.

  3. Navigate to the More Info view, and complete the fields in the following table.

    This table describes the fields to complete when creating a new record in the More Info view.
    Field Comments

    Release Date

    Select the date and time that you want the literature to first appear in briefings.

    Literature associated with products or industries appears in My Briefing if you track those products and industries.

    Accounts

    Select the accounts with which the literature is associated in the Accounts field if you want to display the literature in Account Briefing. The users who are tracking those accounts see the literature item in the Account Briefing.

    Select the competitors with which the literature is associated in the Accounts field if you want to display the literature in Competitor Briefing. Users must track those competitors for them to appear in the Competitor Briefing.

    Expiration Date

    Select the date that you want the literature to last appear in briefings