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Associating a Site with an Opportunity in Siebel Energy (End User)

The Opportunity Account defines the primary account related to the opportunity. End users can associate accounts for satellite offices or subsidiaries to the opportunity.

To associate a related site with an opportunity

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. Drill down on the name of the opportunity.
3. Click the Related Sites view tab.
4. In the Related Sites list, add a record.
5. In the Account field, select an account.