Siebel eAutomotive Guide > Working with Opportunities > End-User Procedure >

Associating a Vehicle with an Opportunity


Using the Opportunities Revenues view tab, end users can associate a vehicle, vehicle model, and product line with an existing opportunity.

To associate a vehicle with an opportunity

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity to be associated with the vehicle.
  3. Click the Revenues view tab.
  4. From the first Show drop-down list on the Revenues view tab, select List.
  5. Click New.
  6. Complete the fields as needed. Some fields are described in the following table.
  7. Field
    Description
    Commit
    Click to check this field if the opportunity has agreed to
    purchase the vehicle.
    Product
    Select a product from the list of available products.
    Product Line
    Select a product line for the product.
    VIN
    Select a vehicle from the list of available vehicles.
    Type
    Select an opportunity type. Values include Actual,
    Shipped, Billed, Booked, Projected, Quota.
    Revenue
    Amount expected to make from the opportunity.


 Siebel eAutomotive Guide 
 Published: 18 April 2003