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Opportunities

An opportunity is a potential revenue-producing event related to one or more companies or individuals. An opportunity often has a close date, a win probability, and a sales team. It is typically related to contacts, products, decision issues, activities, and competitors.

In Siebel eInsurance, opportunities help an organization to nurture and manage the entire life cycle of a revenue-generating opportunity, from creation to closing. Relationship managers and sales representatives, who are responsible for managing and generating revenue, use opportunity information on a regular basis. Top management also uses the opportunity analysis tools in Siebel eInsurance to analyze pipeline performance and help manage overall business performance through well-planned strategic-selling activities.

Using the procedures given in this chapter, you will be able to perform the administrator tasks of adding an opportunity from the Data Administration screen, managing the sales team assigned to an opportunity, specifying primary sales team members, and configuring persistent filters.

End users use the Opportunities screens to add an opportunity, create an opportunity from an application, and review opportunity details.

This chapter describes opportunity functionality that is unique to Siebel eInsurance. For more information on basic opportunity functionality, see Siebel Call Center User Guide and Siebel Sales User Guide.


 Siebel eInsurance Guide 
 Published: 04 June 2003