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Associating a Contact with an Opportunity in Siebel Medical Handheld

As you work with an opportunity, you will want to maintain information about the contacts associated with the opportunity.

The Opportunities screen's Contacts view allows you to associate and review contact-related information for an opportunity.

To associate a contact with an opportunity

1. Navigate to the Opportunities screen, and from the Show drop-down list choose My Opportunities.
2. In the My Opportunities list, select the opportunity with which you want to associate a contact.
3. From the Show drop-down list, choose Contacts.
4. Tap the Contacts list to select it, and then tap the New Record button.
5. In the Add Contacts dialog box, select the contact or contacts you wish to add, and then tap OK.

   NOTE:  You can also associate new contacts with opportunities.