Siebel Order Management Guide Addendum for Financial Services > Managing Opportunities >
Process of Managing Opportunities
The process of managing opportunities for Siebel Financial Services Customer Order Management for Banking is similar to the process of managing opportunities for Siebel Finance:
- Administrators do the following:
- Add opportunities (as administrators)
- Manage opportunities
- Manage team members
For more information about these tasks, see Siebel Finance Guide.
- Users add opportunities in Siebel Finance and create opportunities from Siebel Business Applications. For more information about these tasks, see Siebel Finance Guide and the following:
- Creating a New Opportunity.
- Adding an Applicant to an Opportunity.
- Adding a Product to an Opportunity.
- Generating a Quote for an Opportunity.
- Enabling the Applicant Group on a Quote
- Copying Applicants from an Opportunity to a Quote
- Copying Applicants from a Quote to a Financial Application
|