Navigating Siebel 8.0 Applications Self-Study Course

This interactive CD course provides an excellent way to train end users on basic Siebel skills quickly and cost effectively. The course includes simulations, interactive demonstrations, and activities to enable students to practice their newly acquired skills in a risk free learning environment.

Learn To:

• Start and Navigate the Siebel Application
• Create, Modify, Filter and Sort Records
• Generate Queries
• Generate Reports, Work with Charts
• Export Data, Send an E-mail
• Create a Siebel Bookmark

Audience

• Sales Consultants
• Technical Consultant
• End Users
• Business Analysts
• Business Intelligence Developer
• Database Administrators
• Web Administrator

Course Topics Starting the Siebel Application

• Access and log in to a Siebel application
• Customize your home page to meet your unique preferences

Understanding the Siebel User Interface

• Apply the Siebel concept of screens and views to find and store information to perform your daily tasks

Navigating the Siebel Application

• Use navigation tools to find and sort data quickly and efficiently

Using iHelp Tutorials

• Use iHelp to guide with task completion

Navigating Records

• Navigate among records and fields

Creating and Modifying Records

• Create, modify and save record

Filtering and Sorting Records

• Filter and sort a list of records

Working with Columns

• Modify displayed columns

Using Queries

• Run predefined queries
• Create and save own queries

Using Query Operators

• Apply common operators to target record sets

Using Query Assistant

• Use Query Assistant to guide you through creating a query

Generating Reports

• Generate standard reports

Using Quick Print Exporting Data

• Export data in choice of multiple formats

Working with Charts

• Create, drill down into, and copy charts

Creating a Bookmark

• Create and share Siebel bookmarks

Sending Email Messages

• Send email message from Siebel application

Course Objectives

• Start the Siebel Application
• Understand the Siebel User Interface
• Navigate the Siebel Application
• Use iHelp
• Navigate Records
• Create and Modify Records
• Filter and Sort Records
• Adjust Columns
• Use Queries, Query Operators and the Query Assistant
• Generate Reports
• Use Quick Print
• Export Data
• Create Charts
• Create a Siebel Bookmark
• Send an Email