Siebel Order Management Guide > Working with Quotes >

Updating an Opportunity from a Quote

When a quote is associated with an opportunity, an end user may want to update the opportunity with any new quote information. It is important to keep opportunity information updated with quote information in order to maintain accurate forecasts and charts. When an end user updates the opportunity, information is updated in the Products and Revenues tab.

To update an opportunity from a quote

  1. Navigate to the Quotes screen > All Quotes view.
  2. In the Quotes list, select the quote, click the menu button and then click Update Opportunity.

NOTE:  The Update Opportunity menu option is also available from the menu in the Quote header summary at the top of a quote detail view.


 Siebel Order Management Guide 
 Published: 18 April 2003