Siebel Order Management Guide Addendum for Financial Services > Managing Opportunities > Process of Managing Opportunities >

Copying Applicants from a Quote to a Financial Application

You can create a sales order directly from a quote by clicking the Apply for Product button. When a user selects the Apply for Product button, Siebel Business Application copies the applicants from a quote in the financial application (sales order).

The following procedure describes how to copy applicants from a quote in to a financial application. This task is a step in Process of Managing Opportunities.

To copy applicants from a quote to a financial application

1. Navigate to the Quotes screen, then the Quotes list view.
2. Drill down on a quote (click the Quote Number field).

   NOTE:  Alternatively, navigate to the Opportunities screen, Opportunities list view, drill down on an opportunity, navigate to the Quotes view, and then drill down on a quote.

3. Navigate to the Applications view, then click Create Application.

   The Siebel Business Application copies all the product information and applicants associated with the quote that you opened in Step 2 to the financial application that you have just created.