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Siebel eFinance Guide > Opportunities > End-User Procedures >
Adding an Opportunity
When end users identify a unique opportunity, they add a new opportunity record.
- Navigate to the Opportunities screen.
- From the Show drop-down list, select My Opportunities.
- In the More Info form, click the show more button, add a record, and complete the necessary fields.
Some fields are described in the following table.
A read-only monetary value representing sum of commitments made in a commercial loan opportunity. This value is entered on the Opportunity Detail, Commercial Loans view. For more information, see Adding Opportunity Details. A read-only monetary value representing the sum of deposits made in a commercial loan opportunity. This value is entered through the Opportunity Detail, Commercial Loans view. For more information, see Adding Opportunity Details. A read-only monetary value representing the total amount of loans made in a commercial loan opportunity. This value is entered through the Opportunity Detail, Commercial Loans view. For more information, see Adding Opportunity Details. Restricts visibility of an opportunity in the All Opportunities view to the members of the sales team. Clicking on this check box secures the record. Only the primary member of the sales team or the Siebel administrator can set the Secure field. To make the opportunity visible to every end user in the All Opportunities view, leave this field unchecked.Adding Opportunity Details
End users can add details specific to commercial lending, equity, fixed income, advisory, and lending syndicate opportunities in the Opportunities Details view tab.
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Siebel eFinance Guide Published: 20 October 2003 |