Siebel Order Management Guide Addendum for Financial Services > Managing Opportunities > Process of Managing Opportunities >
Adding an Applicant to an Opportunity
Use the following procedure to add an applicant (contact) to an opportunity. This task is a step in Process of Managing Opportunities. To add an applicant to an opportunity
- Navigate to the Opportunities screen, then the Opportunities list view.
- Drill down on the opportunity to which you want to add applicants.
- Navigate to the Contacts view, and add applicants to the opportunity as follows:
- Click New, and enter the contact details.
Repeat this step as required.
- Select the check box in the Primary field next to the contact that you want to specify as the primary contact.
NOTE: The primary contact is the primary owner of the financial application.
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