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Associating Contacts with Opportunities in Siebel Medical Handheld


A contact may be a source of revenue for your company. Potential revenue-generating events are called Opportunities. You will want to associate a contact with an existing opportunity to track information about both the opportunity and the contact. For more information, see Creating Opportunities in Siebel Medical Handheld.

To associate a contact with an existing opportunity

  1. Navigate to the Contacts screen.

    The My Contacts list appears.

  2. In the My Contacts list, select the contact with whom the opportunity will be associated.
  3. From the Show drop-down list, choose Opportunities.
  4. Tap in the Opportunities list, then tap the New Record button.

    The Add Opportunities list appears.

  5. In the Add Opportunities list, select the opportunity to associate with the contact, and then tap OK.

To associate a contact with a new opportunity

  1. Navigate to the Contacts screen.

    The My Contacts list appears.

  2. In the My Contacts list, select the contact with whom you will associate the new opportunity.
  3. From the Show drop-down list, choose Opportunities.
  4. Tap in the Opportunities list, then tap the New Record button.

    The Add Opportunities list appears.

  5. Tap New, then enter the necessary fields.

    The fields are described in the following table:

    Field
    Comments

    Name

    The name of the product.

    Account

    This field will be automatically populated with the account to which you are associating the opportunity.

    Revenue

    Tap the ellipsis to enter currency type, amount, and exchange date.

    Probability

    From the drop down-list in this field, you can chose a probability figure.

    Close Date

    After tapping the calendar button in this field, choose a close date for the chosen opportunity from the pop-up window.

    Sales Stage

    From the drop-down list in this field, choose the present stage of the sale.

    Primary

    The account owner, or primary contact for the account in your organization.

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