Siebel eEnergy Guide > Opportunities >

Creating an Opportunity

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 the Opportunities screen.
  2. Click the More Info view tab.
  3. In the More Info form, add a record and complete the necessary fields. To access more fields, click the show more button in the form.

    4. Some fields are described in the following table.

    Field
    Comments
    Channel
    Distribution strategy this opportunity plays in your organization.
    Expected Value
    Automatically populated when you select Probability and Revenue Amount fields.
    Primary
    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.
    Revenue
    Expected revenue in specific currency.
    Sales Team
    Sales team member associated with the opportunity.
    Source
    Source of the data. Source Type field reflects the source type associated with this selection.


 Siebel eEnergy Guide 
 Published: 23 June 2003