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Associating a Message with an Opportunity


You can associate a message with an opportunity, a contact, an account, or a service request. You can also use the basic procedure to associate a message with other items by selecting the appropriate field name, such as account or contact.

To associate a message with an opportunity

  1. Navigate to the Messages screen.
  2. In the Messages list, click New.
  3. In the Message Details form, click the select button in the Opportunity field.
  4. In the Pick Opportunity dialog box, select the opportunity to associate with the message, and then click OK.

 Siebel Sales User Guide 
 Published: 18 April 2003