Siebel Applications Administration Guide > Opportunities (End User) >

Associating a Contact with an Opportunity

As you work with an opportunity, you want to maintain information about the contacts associated with the opportunity. For more information about contacts, see Contacts.

You can use the Contacts view from the Opportunity screen to store and review contact-related information for an opportunity.

This task is a step in Process of Managing Opportunities.

To associate a contact with an opportunity

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. In the Opportunities list, drill down on the Opportunity Name field of the opportunity record.
  3. Click the Contacts view tab.
  4. In the Contacts list, click Add.
  5. In the Add Contacts dialog box, select the contact to add, and then click OK.

NOTE:  To select a sequence of contact records, hold down the SHIFT key and click the contact records. To select multiple contacts that are not in sequence, hold down the CTRL key and click the contact records.

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