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Associating Historical and Future Opportunities with a Present Opportunity (User)

You can compare past and future opportunities with a present opportunity by manually associating past and future opportunities with a selected, current opportunity. You can use the comparison as a basis for assessing the present opportunity.

To associate historical opportunities and future opportunities with a present opportunity, follow the procedures in this topic.

Associating Historical Opportunities with an Opportunity

To associate a historical opportunity with a present opportunity, follow this procedure.

This task is a step in Process of Managing Histories and Futures Data.

To associate a historical opportunity with an opportunity

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. In the Opportunities List, locate an opportunity with which to associate a historical or future opportunity.
3. Click the link in the Opportunity Name field.
4. Click the Histories and Futures view tab.
5. Scroll down to the lower part of the view, and create a new record in the Historical Opportunities list.
6. In the Opportunity field of the historical opportunity, click the single select button.

   The Add Historical Opportunities dialog box appears with a row of query fields.

7. Enter query criteria for the historical opportunities you might want to associate with the current opportunity, and click Go.

   The Add Historical Opportunities dialog box displays a list of historical opportunities that meet the query criteria you entered.

   NOTE:  The Add Historical Opportunities dialog box displays only historical opportunities that are visible in the Histories screen.

8. Do one of the following:
   • Select an existing historical opportunity to associate with the current opportunity, and click OK.
   • Create a new historical opportunity by clicking New, completing the fields in the Add Historical Opportunities dialog box, and clicking Save.

     The opportunity you selected or created appears in the Historical Opportunities list.

9. To view details of a historical opportunity such as associated quotes, functions, and room blocks, drill down on the Opportunity field.

   Siebel Hospitality displays details of the opportunity in the Histories view.

Associating Future Opportunities with an Opportunity

To associate a future opportunity with a present opportunity, follow this procedure.

This task is a step in Process of Managing Histories and Futures Data.

To associate a future opportunity with an opportunity

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. In the Opportunities List, locate an opportunity with which to associate a historical or future opportunity.
3. Click the link in the Opportunity Name field.
4. Click the Histories and Futures view tab.
5. Scroll down to the lower part of the view, and create a new record in the Future Opportunities list.
6. In the Opportunity field of the future opportunity, click the single select button.

   The Add Future Opportunities dialog box appears with a row of query fields.

7. Enter query criteria for the future opportunities to associate with the current opportunity, and click Go.

   The Add Future Opportunities list displays a list of future opportunities that meet the query criteria you entered.

   NOTE:  The Add Future Opportunities dialog box displays only opportunities dated later than the current date.

8. Select a future opportunity to associate with the current opportunity, and click OK.

   The opportunity you selected appears in the Future Opportunities list.

9. To view details of a future opportunity such as associated properties, dates, and functions, drill down on the Opportunity field.

   Siebel Hospitality displays details of the opportunity in the Opportunity Capture view.