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Example Process for Opportunity Management

This is an example of a process for opportunity management. Your company may follow a different process according to its business requirements.

End-User Procedures

  1. Associate a project with an opportunity. For information, see Associating a Project with an Opportunity.
  2. Associate a project with an account. For information, see Associating a Project with an Account.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003