Siebel Energy Guide > Opportunities in Siebel Energy >

Creating an Opportunity in Siebel Energy (End User)

An opportunity is generated in the Campaigns screen or is added manually. Every time end users identify an opportunity, they should create a new record.

To create an opportunity

  1. Navigate to Opportunities > Opportunity List.
  2. In the Opportunity list, add a new record, and complete the necessary fields in the new record and the More Info form. To access more fields, click the show more button in the form.

    Some fields are described in the following table.



    Distribution strategy this opportunity plays in your organization.

    Expected Value

    Automatically populated when you select Probability and Revenue Amount fields.


    You are assigned as primary for opportunities you create. Only managers can change the Primary field for a sales team member.

    Probability %

    Probability of completing the sale.


    Expected revenue in specific currency.

    Sales Team

    Sales team member associated with the opportunity.


    Source of the data. Source Type field reflects the source type associated with this selection.

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