Bookshelf Home | Contents | Index | Search | PDF

Siebel Sales User Guide > Accounts >

Associating an Account with an Opportunity

---

Accounts are a source of business for your company. An opportunity is a potential revenue-generating event and the opportunity record stores information that you can use to manage accounts.

To associate an account and an opportunity

Navigate to the Accounts screen, and in the Accounts list, select the account.
Click the Opportunities view tab.
In the Opportunities list, add a new record and complete the fields.

The Account field and the Primary (team member) field are automatically populated. The Close Date field value defaults to the opportunity creation date.

To display more fields, in the Opportunities list click the menu button and then choose Columns Displayed.

The following table describes some of the fields.

Field	Comments
Account	A value inherited from the selected account.
Close Date	Allows you to enter the expected date on which the opportunity closes. The default date is the opportunity creation date. Modify the close date if the opportunity closes on a different date, because this date is used in revenue forecasting.
Name	Displays the name of the opportunity.
Primary	Displays your User ID when you create the opportunity. This value can be changed. For more information see, Opportunities.
Priority Flag	A check box which indicates that an account is a high priority (urgency for sales team). When the priority is set by selecting the check box, a flag appears in the priority column.
Revenue	Allows you to enter the currency amount of the opportunity. This field defaults to zero.
Sales Stage	A list of values established by your company that defines the sales stages associated with the sales method you selected.

For more information about opportunities, see Opportunities.

Bookshelf Home | Contents | Index | Search | PDF