Siebel Sales Handheld Guide > Using Siebel Sales Handheld > About Managing Contacts in Siebel Sales Handheld >
Associating Contacts with Opportunities in Siebel Sales Handheld
A contact cab be a source of revenue for your company. Potential revenue-generating events are called Opportunities. You will want to associate a contact with an existing opportunity to track information about both the opportunity and the contact. For more information, see About Creating Opportunities in Siebel Sales Handheld. To associate a contact with an existing opportunity
- Navigate to the Contacts screen.
The My Contacts list appears.
- In the My Contacts list, select the contact with whom the opportunity will be associated.
- From the Show drop-down list, choose Opportunities.
- Tap in the Opportunities list, and then from the File Menu, select New Record.
The Add Opportunities list appears.
- In the Add Opportunities list, select the opportunity to associate with the contact, and then tap OK.
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