Siebel Energy Guide > Opportunities in Siebel Energy >

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

The Opportunity Account defines the primary account related to the opportunity. End users can associate accounts for satellite offices or subsidiaries to the opportunity.

To associate a related site with an opportunity

  1. Navigate to the Opportunities screen.
  2. In the Opportunity list, click the name of an opportunity.
  3. Click the Related Sites view tab.
  4. In the Related Sites list, add a record.
  5. In the Account field, select an account in the dialog box.
Siebel Energy Guide