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Siebel eInsurance Guide > Opportunities > Administrator Procedures >

Managing Opportunities

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You may want to modify the members of the sales team for an opportunity or change the primary team member designation. When the existing primary is a direct report, a manager can change the primary team designate using the Opportunity Sales Team view. If you are logged in as an administrator, you can change the primary team designate for any opportunity in the Opportunity Administration view.

You can also secure an opportunity in order to restrict visibility in the All Opportunities view to just the members of the sales team. When the Secure field is checked, the opportunity is hidden from other users. A secured opportunity can only be viewed by members of the sales team from the All Opportunities or the My Opportunities view.

NOTE:  The primary sales team member for an opportunity can also add and delete sales team members, and edit the Secure flag setting.

To add or delete members of the sales team for an opportunity

From the application-level menu, choose View > Site Map > Data Administration > Opportunities.
In the Opportunities list, select an opportunity.
In the Opportunity form, click the show more button to expand the form.
In the Sales Team field, click the select button.

The Sales Team Members dialog box appears.

To add an employee to the sales team, click New and select the employee in the Add Employees dialog box.
To delete an employee from the sales team, select the employee in the Sales Team Members list and click Delete.

To change the primary sales team member for an opportunity

From the application-level menu, choose View > Site Map > Data Administration > Opportunities.
In the Opportunities list, select an opportunity.
In the Sales Team field, click the select button.

The Sales Team Members dialog box appears.

Clear the current Primary sales team member.
Select a new Primary designate by clicking the check box in the Primary field.

To secure an opportunity

From the application-level menu, choose View > Site Map > Data Administration > Opportunities.
In the Opportunities list, select an opportunity that you want to secure (lock).
In the Opportunity form, click the Secure check box.

Only the primary member of the sales team or the Siebel administrator can set the Secure check box. When an opportunity is marked Secure, only members of the sales team can view it in the All Opportunities view. Sales team members can also see a secure opportunity in their My Opportunities views.

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