Siebel Quick Reference Guide Refer to BFS Siebel User Guide for more detailed information

Siebel Quick Reference Guide General Navigation Create a Record My Homepage On first logging in to Siebel a default “My Homepage” view is displayed based on your profile My Homepage layout can be edited – click Edit Layout (circled in red) Section Headings can be added, removed, expanded or collapsed (see next page) Columns can be widened, minimised, dragged and dropped into a preferred position Columns Section Headings 2

Siebel Quick Reference Guide General Navigation How to modify My Homepage section headings In My Homepage, click Edit Layout Select the Section Heading Click the Cross/Tick icon to add, or remove How to re-order Section Headings Click the Up Arrow icon to move heading up, or Click the Down Arrow to move heading down. Section Headings that are greyed out are not applicable to MRB 3

Siebel Quick Reference Guide General Navigation Screen Layout explained Screen tabs Listing Detailed view tabs Detailed view form 4

Siebel Quick Reference Guide General Navigation Search for My and All Contacts, Companies and Reporting Groups Click Contacts/Company / Reporting Grouping Tab Select My /All Click Query, then Click Go Results are displayed in a Listing Search for a specific Contact , Company or Reporting Group Select My /All Click Query - column fields become active Enter specific criteria into one or more columns such as last name Click Go , your results are now displayed. Searching using Detailed View Form Complete steps 1 and 2 from above instructions Click Query in the detailed view form, all fields become active Terminology change Personal, business & group customer  Contact, company & reporting group Remember to use advance search ‘wild cards’ like * contains, ends with or start with “” contains special characters The best way to search is by a contact last name or company name. Keep you search criteria simply 5

Siebel Quick Reference Guide General Navigation Using Hyperlinks Hyperlink fields can be identified by blue text Click on blue text to drill into a record or navigate to another one Using the Thread bar Thread bar is located between the application tool bar and the screen tabs (see diagram below) When you navigate using hyperlink fields it builds a thread of how you got to the current screen/record allowing you to back track Click a screen tab and the thread bar starts again 6

Siebel Quick Reference Guide General Navigation Resizing Column size Select required column within the listing section of screen tab Hover mouse over the edge of the column. Double pointed arrow appears Click and adjust column size accordingly. Moving Columns Hover the mouse over the column you wish to move within the listing section of screen tab Click and drag column to desired location. A red guideline will display that indicates position – see red guideline below Sorting Columns From the listing section of screen tab Click the column heading to sort in ascending or descending order – not all columns are sortable Arrow indicates the sorted column and sort direction – see red circle 7

Siebel Quick Reference Guide Create a Record Create a Reporting Group Search first! From New on the Reporting Group screen, the detailed view form will appear Complete all necessary fields – you should include as much information as possible Click Save - all the mandatory fields must be completed, you will be prompted if there is any missing mandatory information For more information on how to complete each of the fields refer to the BFS Siebel user guide 8

Siebel Quick Reference Guide Create a Record Create a Contact or Company Search first ! Click New on the contact/company screen, the detailed view form will appear Complete all necessary fields – you should include as much information as possible Click Save - all the mandatory fields must be completed otherwise a message prompt will indicate what mandatory information is missing For more information on how to complete each of the fields refer to the BFS Siebel user guide All Contacts and Companies must be linked to a primary Reporting Group 9

Siebel Quick Reference Guide Creating Relationships Creating relationships between Contacts and Companies Via the relationship tab for a contact/company Click Add, search for the contact or company and Click Add The relationship is now created Creating secondary relationships to a Reporting Group Via the relationship tab The relationship is now created You can then select a Relationship Type (COO, partner, accountant or referrer)

Siebel Quick Reference Guide Contact and Company Addresses Adding and updating contact or company addresses Select the Address tab from the detailed form, Click Add, a dialogue box will appear Click New, enter the address Select the correct address from the list of results From the drop down menu, select the address type Enter the name against the (C/Attn: field) if applicable Click Accept (circled in red) Not all addresses provided will be valid postal addresses e.g. International or unregistered address. If this occurs select “Unmatched” when the first dialogue box appears 11

Siebel Quick Reference Guide Contact and Company Telecoms Adding Contact and Company Telecoms Select the telecoms tab from the detailed view form for the contact or company To add click New for either phone, fax or email Enter the details in the fields underneath each of the columns Click off section to Save Editing Contact and Company Telecoms Click the field that needs to be amended, make the necessary changes To change Primary Telecoms, click in the primary column against the correct phone, fax or email, it automatically updates. Remember once a Contact/Company record has been pushed to Pivot only CM/S&O can edit existing addresses Sales and Marketing can add any additional Telecoms if required. 12

Siebel Quick Reference Guide Sales Reps an Other Staff to records Add/Remove Other Staff/Sales Reps For Contacts, Companies, Reporting Groups and Opportunities click Sales Rep in the detailed view form, Search for the staff name, Click Add then Ok For Activities click Assign to (Individual), Search for the staff name, Click Add then Ok or... Click the Participants tab within the Activity detailed view form, click New Nominate a primary staff member To remove staff follow the same steps as above except, select the staff member name, click Remove then Ok It is essential that the appropriate staff are linked to a contact, company and reporting group records when they set up as once the record is push to Pivot the Sales Rep field becomes restricted Business Rules As many staff as required can be linked to Contact, Company, Reporting Group, Opportunity or Activity This is enables the linked staff member to view it in My view There can only be 2 staff members with the role of Relationship Managers associated of which only 1 can be the primary All other staff associated must be have a role of ‘Other’ in Siebel 13

Siebel Quick Reference Guide Competitors and Other Products Adding Competitor Information From the Competitor Tab click New Complete the known fields Save Adding Other Product Information Click New from the Other Products tab Click the tick box to indicate if it’s active Click the field in the Product Name column, then select the Product If required add any comments Key Points Keep these sections up to date Other Products refers to BFS and MRB products held by contact, company or reporting group Capturing competitor and other product information enables greater visibility for reporting 14

Siebel Quick Reference Guide Activities Adding Activities From the Activities Tab Click New Complete the appropriate fields Link the appropriate staff Click Save ....or From the detailed view form of the Contacts, Companies, Reporting Group, Lead, Opportunity or Campaign tab Click Activity tab in the detailed view form, Click New Click Save Updating Activities Activity status allows you to view and set where an activity is at – outstanding, complete, on hold, cancelled or tentative When an Activity is set as complete it becomes read only Any outlook emails shared with Siebel will default to a status of complete If you add the activity directly to the individual record from a specific screen tab, the activity is automatically linked Reporting will look at completed activities so you must ensure you update all your planned activities 15

Siebel Quick Reference Guide Leads Leads refer to sales opportunities that are assigned to other Siebel users Adding Leads From the Leads tab click New Complete the appropriate fields Save Click Reassign, complete the fields and assign to relevant individual/team ...or From the detailed view form the Contacts, Companies or Reporting Group Click the Leads detailed view tab Click out of section to Save Click the Description hyperlinked field to drill into the Lead Click Reassign, complete the fields and assign to relevant individual/team Reassigning, Converting or Retiring leads Accepted Leads will appear as a action item in My Leads Ensure Leads are always updated, remember they can be Retired or Converted into an Opportunity You can Reassigned a Lead if it is not applicable to you All Leads must be linked to a Contact or Prospect. 16

Siebel Quick Reference Guide Opportunities Opportunity Can have one or multiple product interests associated to it. Products are used to capture information within an opportunity. Each product interest is added as a separate product against the opportunity and depending on where in the pipeline this may be very high level or detailed. The below diagram depicts an opportunity fairly advanced in the pipeline with detailed level of product descriptions: 17

Siebel Quick Reference Guide Opportunities Create the Opportunity From the Opportunities tab click New Complete the appropriate fields Save Add Products to an Opportunity Drill into the Opportunity using Siebel ID hyperlink field From the Products Tab, click New Complete all know fields Updating the Opportunity Product opportunities must be continually manually updated. Key fields that must be update are: Stage Expected Volume Expected Limit Settlement Date All Opportunities must be linked to a Contact All Opportunities must be linked to a Contact. Product opportunities should be captured as early as possible so if you don’t have all the necessary information don’t worry, you can complete them later. Remember that an Opportunity may have a number of product opportunity – You must create separate entries for each product   18

Siebel Quick Reference Guide Doc Gen Generating Client Documents (Contacts, Companies and Reporting Groups) From the Doc Gen detailed view tab, click New Enter a name that uniquely identifies the document Select the Type Click Generated Draft, Click Refresh until the Status displays Complete Generating Indicatives (Opportunities) Select the Doc Gen detailed view tab, Click New Click the hyperlink under the Link column to open or save the indicative If any of the details are incorrect ensure you go back to the appropriate records and update accordingly. If you open an indicative from Siebel any changes you make to the indicative will be saved in Siebel by selecting Save in Microsoft Word. 19

Siebel Quick Reference Guide Keyboard Short Cuts Siebel Keyboard Short Cuts Action Short Cut New record Ctrl+N Copy record Ctrl+B Save record Ctrl+S Undo record Ctrl+U or Esc Select All Ctrl+A Next record Ctrl +Down Previous record Ctrl + Up Next field Tab Previous field Shift + Tab Action Short Cut Columns Displayed Ctrl+Shift+K Undo/Cancel ESC 20