Bookshelf Home | Contents | Index | Search | PDF

Siebel Wireless Administration Guide For Financial Services > Using Wireless eFinance and eInsurance > Opportunities (Sales Only) >

Opportunity Detail Links

---

Scroll down past the opportunity detail information, and you see the links available in the Opportunity view. These links provide access to other features or records concerning the current opportunity.

Products. Displays the opportunity Product view, which shows the product associated with this opportunity. From the Product view, you can proceed to the Product Pick view to change the associated product.
Contacts. Displays the opportunity Contacts view, a gateway to all the contacts associated with this opportunity. From the Contacts view, you can proceed to details for each contact.
Companies. Displays the opportunity Companies view, a gateway to all the companies you can associate with this opportunity. From the Companies view, you can proceed to details for each company.
Activities. Displays the opportunity Activities view, a gateway to all the activities associated with this opportunity. From the Activities view, you can proceed to details for each activity.
Equity. Displays the opportunity Equity view, where you can see the type, amount, valuation, shares, and share price associated with this opportunity.
Fixed Income. Displays the opportunity Fixed Income view, where you can see information such as type, amount, maturity, and so forth, associated with this opportunity.
Advisory. Displays the opportunity Advisory view, where you can see information such as type, amount, counterpart, retainer, and so forth, associated with this opportunity.
Sales Team. Displays the company Sales view, where you can see and add members of the sales team for this opportunity.
Main Menu. Displays the Main Menu.

Bookshelf Home | Contents | Index | Search | PDF