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Associating a Product with an Opportunity in Siebel Energy (End User)

End users can associate products with an opportunity and provide customers with detailed information on the products that interest them.

To associate a product with an opportunity

  1. Navigate to the Opportunities screen.
  2. In the Opportunity list, click the name of an opportunity.
  3. Click the Products view tab.
  4. In the Products list, add a record and complete the necessary fields.
  5. In the Product field, select a product in the dialog box.
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