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Adding Opportunities in Siebel Finance

When end users identify a unique opportunity, they add a new opportunity record.

To add an opportunity

1. Navigate to the Opportunities screen > Opportunities List view.
2. Add a record, and complete the necessary fields.
   Some fields are described in the following table.

   Field	Comments
   Closure Summary	Summary comments about the closing of an opportunity. Financial institutions use this information when closing deals in order to track the circumstances and success or failure of closing.
   Commitments	A read-only monetary value representing sum of commitments made in a commercial loan opportunity. This value is entered on the Opportunity Detail, Commercial Loans view. For more information, see Adding Opportunity Details.
   Deposits	A read-only monetary value representing the sum of deposits made in a commercial loan opportunity. This value is entered through the Opportunity Detail, Commercial Loans view. For more information, see Adding Opportunity Details.
   Lead Quality	Estimate of the quality of the deal.
   Loans	A read-only monetary value representing the total amount of loans made in a commercial loan opportunity. This value is entered through the Opportunity Detail, Commercial Loans view. For more information, see Adding Opportunity Details.
   Probability %	The estimate of the likelihood that the opportunity will result in business, expressed as a percentage: 0% means it is doubtful that business will result 100% means it is certain that business will result
   Product Line	Select the product line associated with the opportunity.
   Revenue	Enter the amount of money you expect this opportunity to generate. When combined with the probability you assign to the opportunity, the Expected Value field is calculated.
   Sales Cycle	Select the current cycle of the opportunity. The total number of opportunities in a specific cycle stage, and the length of time that a particular opportunity has been in that cycle, are important data for evaluating that opportunity.
   Secure	Click on this check box to restrict the visibility of an opportunity in the All Opportunities view to the members of the sales team. Only the primary member of the sales team or the Siebel administrator can set the Secure field. Leave this field unchecked, to make the opportunity visible to every end user in the All Opportunities view.
   Start Date	Start date for the opportunity.

Adding Opportunity Details

End users can add details specific to commercial lending, equity, fixed income, advisory, and lending syndicate opportunities in the Opportunities Details view tab.

To add specific opportunity details

1. Navigate to the Opportunities screen > Opportunities List view.
2. In the Opportunities list, drill down on the desired opportunity, and click the Opportunity Detail view tab.
3. Select one of the following links:
   • Advisory
   • Commercial Loan
   • Equity
   • Fixed Income
   • Lending Syndicate
4. In the appropriate lists, add a record and complete the necessary fields.