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Siebel eInsurance 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
- 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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Siebel eInsurance Guide Published: 04 June 2003 |