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Associating a Contact with an Opportunity
A contact can be a source of revenue for the organization. Potential revenue-generating events are called opportunities. You can associate a contact with an opportunity to track information about both the opportunity and the contact.
To associate a contact with an opportunity
- Navigate to the Contacts screen.
- In the Contacts list, select the contact, and then click the Opportunities view tab.
- In the Opportunities list, click New.
- In the Add Opportunities dialog box, select the opportunity to associate with the contact, and then click OK.
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Siebel Sales User Guide Published: 18 April 2003 |