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Creating Opportunities in Siebel Medical Handheld

Each time you identify an opportunity, you should create a new record. You create new opportunity records in the Opportunity screen.

To create an opportunity

1. Navigate to the Opportunities screen, and from the Show drop-down list, choose My Opportunities.

   The My Opportunities list appears.

2. Tap the New Record button, and complete the necessary fields.
3. Some of the fields are explained in the following table.

   Field	Comments
   Name	Required. A value that identifies the opportunity.
   Account	Allows you to associate an opportunity with an account.
   Description	A text area for additional information about the opportunity.
   Site	A default value that populates automatically when you associate the opportunity with a specific account and location.
   Primary	Displays the primary Sales Team member for the opportunity.
   Revenue	Allows you to enter the currency amount of the opportunity. This field defaults to zero.
   Probability %	Allows you to enter the percentage of confidence you have that the deal will close with the specified revenue on the specified close date. Probability automatically updates based on the Sales Method and Sales Stage selected.
   Expected Value	Displays a currency value that is calculated based on the potential revenue field multiplied by the value in the probability field. A lower percent in the probability field reduces the expected value that will be included in your revenue forecast.
   Close Date	Required. Allows you to enter the expected date on which the opportunity will close. The default date is the same as the Created Date. It is important to modify the date, if the opportunity will close on a different date, since this date is used in revenue forecasting.
   Lead Quality	A list of values established by your company that allows you to rank the quality of the lead. Default values include 1-Excellent, 2-Very High, 3-High, 4-Fair, 5-Poor.
   Sales Method	A list of values established by your company that list the sales methodologies. For more information, see Working with Sales Methods in Siebel Medical Handheld.
   Sales Stage	A list of values established by your company that lists the sales stages associated with the sales method you selected.