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About the Automatic Upgrade Feature

The automatic upgrade feature of Siebel Sales migrates opportunities, opportunity product information, and select opportunity sales team information from older versions. The automatic upgrade does not, however, migrate old forecasting information. For many Siebel customers, there is sufficient information in the opportunity and opportunity product tables in Siebel Sales to begin the forecasting process without the old forecasts.

The automatic upgrade feature is sufficient if your organization:

  • Does not use Siebel Forecasting yet
  • Uses revenue forecasting for simple opportunities with one close date and one revenue amount
  • Uses the Opportunities list or the Opportunities Products list to enter most forecast information
  • Uses the New button when forecasting, rather than the Copy button
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