Siebel Applications Administration Guide > Accounts >
Associating an Opportunity with an Account
Accounts are a source of business for your company. An opportunity is a potential revenue-generating event and the opportunity record stores information that you can use to manage accounts.
To associate an opportunity with an account
- Navigate to the Accounts screen, then the Accounts List view.
- In the Accounts list, drill down on the Name field of the account.
- Click the Opportunities view tab.
- In the Opportunities list, select the record to associate with the account.
For information about how to add an opportunity, see Creating an Opportunity.