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Siebel Wireless Administration Guide For Financial Services > Using Wireless eFinance and eInsurance >

Opportunities (Sales Only)

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Use the Opportunities view as a gateway to see opportunity information, to modify information, or to add or delete an opportunity.

The Opportunities view is available only in Siebel Wireless Sales. It does not appear in the Wireless Service application.

When you select Opportunities from the Main Menu, your device displays the Opportunities view. When it first opens, the Opportunities view provides access to all the opportunities currently in the My Opportunities view.

The Opportunities screen provides access to a search function to display a specific opportunity, and it also displays the first few of all your opportunities, including the opportunity name and the contact. The actual number of opportunities displayed depends on the configuration settings.

You can drill down to see details about any opportunity displayed on the screen. You can edit opportunity information from the detail view.

To display opportunity details

Scroll to the opportunity for which you want to see details.
Press the soft key to link to the selected opportunity.

The Opportunity view opens and displays details for the selected opportunity.

To add a new opportunity

Scroll to the bottom of the view and select the New link.
In the New Opportunity view, enter the opportunity name.
Enter the estimated revenue.
Enter the close date.
Click Submit.
In the detail record, enter the sales stage and company.

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