Bookshelf Home | Contents | Index | Search | PDF

Siebel Sales Handheld Guide for Windows-Powered Devices > Using Siebel Sales Handheld > Siebel Sales Handheld Overview >

Associating a Contact with an Opportunity

---

As you work with an opportunity, you will want to maintain information about the contacts associated with the opportunity. For more information about contacts, see Adding Contacts.

The Opportunities screen's Contacts view allows you to associate and review contact-related information for an opportunity.

To associate a contact with an opportunity

Navigate to the Opportunities screen, and from the Show drop-down list choose My Opportunities.
In the My Opportunities list, select the opportunity with which you will associate a contact.
From the Show drop-down list, choose Contacts.
Tap the Contacts list to select it, and then tap the New Record button.
In the Add Contacts dialog box, select the contact or contacts you wish to add, and then tap OK.

NOTE:  To select multiple records, tap the control key and select the contact records.

Bookshelf Home | Contents | Index | Search | PDF