Siebel Order Management Guide Addendum for Industry Applications > Employee Use of Order Management >
Updating an Opportunity From a Quote (End User)
End users may need to update an opportunity with the potential revenue from a quote. This will keep managers current with the potential revenue and may impact their decisions.
To transfer revenue from a quote to an opportunity
- Navigate to the Quotes screen and select the desired quote.
- If you want to review the opportunity, perform the following steps:
- In the Quote list, drill down on the name in the Opportunity column.
- Review the information about the opportunity, and when you are finished, return to the Quotes screen.
- Click the Line Items view tab.
- In the Line Items list, verify that the quote line items and prices are correct.
- When you are satisfied the entries are correct, click Update Opportunity.