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Siebel eInsurance Guide > Opportunities > End-User Procedures >

Creating an Opportunity from an Application

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

To create an opportunity from an application

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

The new application is saved and an opportunity is created.

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