Siebel Applications Administration Guide > Opportunities (End User) >
Process of Managing Opportunities
To manage opportunities, perform the following tasks:
- Create an opportunity. For more information, see Creating an Opportunity.
- Change the primary team member. For more information, see Changing the Primary Sales Team Member.
- Monitor transactions. For more information, see Monitoring Significant Opportunity Transactions.
- Assess opportunities. For more information, see Assessing an Opportunity.
- Manage decisions. For more information, see Viewing Decision Issues for an Opportunity.
- Add contacts. For more information, see Associating a Contact with an Opportunity.
- Add activities. For more information, see Managing Activities Associated with an Opportunity.
- Associate products. For more information, see Associating a Product with an Opportunity.
- Create quotes. For more information, see Creating a Quote from an Opportunity.
- Performing an organization analysis. For more information, see Creating an Organization Analysis.
- Adding attachments and notes. For more information, see Siebel Fundamentals.
- Generate and viewing charts and reports. For more information, see Viewing Opportunity Charts.
While you are in a view, click Reports to see a list of the available preconfigured reports for the data in that view. From the list you can access individual reports. For more information about reports, see Siebel Reports Guide.
- Set up lead sources. For more information, see Setting Up Lead Sources for Opportunities.
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