Applications Administration Guide > Using Accounts in Siebel Sales >
Associating an Account with an Opportunity
Accounts are a source of business for your company. An opportunity is a potential revenue-generating event and the opportunity record stores information that you can use to manage accounts. To associate an account and an opportunity
- Navigate to the Accounts screen > Accounts List view.
- In the Accounts list, drill down on the account.
- Click the Opportunities view tab.
- In the Opportunities list, create a new record and complete the necessary fields.
The Account field and the Primary (team member) field are automatically populated. The Close Date field value defaults to the opportunity creation date.
- To display more fields, in the Opportunities list click the menu button and then choose Columns Displayed.
The following table describes some of the fields.
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Account |
A value inherited from the selected account. |
Close Date |
Allows you to enter the expected date on which the opportunity closes. The default date is the opportunity creation date. Modify the close date if the opportunity closes on a different date, because this date is used in revenue forecasting. |
Name |
Displays the name of the opportunity. |
Primary |
Displays your User ID when you create the opportunity. This value can be changed. |
Priority Flag |
A check box which indicates that an account is a high priority (urgency for sales team). When the priority is set by selecting the check box, a flag appears in the priority column. |
Revenue |
Allows you to enter the currency amount of the opportunity. This field defaults to zero. |
Sales Stage |
A list of values established by your company that defines the sales stages associated with the sales method you selected. |
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