Siebel eFinance Guide > Opportunities > End-User Procedures >

Creating an Opportunity from an Application

End users can also create opportunities when they create a financial application.

To create an opportunity from an application

  1. Navigate to the Applications screen.
  2. From the Show drop-down list, select My Applications.
  3. In the Applications list, add a record and complete the necessary fields.

    The new application is saved and an opportunity is created.


 Siebel eFinance Guide 
 Published: 20 October 2003