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The Opportunity Explorer can be used to view details about all opportunities in the system. However, it may be especially useful when dealing with recurring events and host-affiliate opportunities. The Opportunity Explorer allows you to view details about an opportunity by selecting the opportunity in an explorer window and then using the folders in the explorer window to view the details.
Figure 8 shows the Opportunity Explorer window with a hierarchical list of subopportunities contacts, products, partners, quotes, activities, and notes associated with a particular opportunity. Each opportunity subfolder provides a list of relevant records, and the user can drill down to a particular record for more details.
This task is a step in Process of Capturing Hospitality Opportunities.
|Siebel Hospitality Guide|