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Applications Administration Guide > Assessments > Performing an Assessment (End User)The following procedure shows how to assess an opportunity, but the procedure is essentially the same for any screen where assessments can be performed. An opportunity assessment helps you qualify opportunities and verify resource allocation. Using an assessment template, you can select values and attributes to assign a composite value to the opportunity. NOTE: In some companies, your Siebel application automatically generates assessments, but if this process has not been automated, you can create assessments manually.
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Applications Administration Guide |