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Using Administrator Templates During Setup

You can download administrator setup templates to help you organize your company's information and implement Siebel CRM On Demand effectively and efficiently.

After you have entered your information, you can use the Excel spreadsheets as a reference during setup and customization of the application.

To access administrator setup templates

  1. Click the link for the template you want.

    Links are visible in this topic within the online help.

  2. In the File Download dialog box, click the Save button to save the template to your computer.
  3. Open the saved file.

Available Setup Templates


Published May 2008