Siebel Applications Administration Guide > Managing Portfolios > Process of Analyzing B, C, and D Accounts >

Reviewing Opportunities

You can review the opportunities associated with your accounts, and new opportunities if required.

This task is a step in Process of Analyzing the A Accounts and Process of Analyzing B, C, and D Accounts.

To review opportunities for selected units

1. Navigate to the Accounts screen > Accounts List > Portfolio Management Process view.
2. Drill down on the portfolio plan with which you want to work.
3. Click the appropriate account planning tab, then click the Opportunities subview tab.

   The current opportunities for the selected units are displayed.

4. To add an opportunity, click New and complete the necessary fields. For information about the fields, see Opportunities (User).