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Associating a Message with an Opportunity
You can associate a message with an opportunity, a contact, an account, or a service request. You can also use the basic procedure to associate a message with other items by selecting the appropriate field name, such as account or contact.
To associate a message with an opportunity
- Navigate to the Messages screen.
- In the Messages list, click New.
- In the Message Details form, click the select button in the Opportunity field.
- In the Pick Opportunity dialog box, select the opportunity to associate with the message, and then click OK.
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Siebel Sales User Guide Published: 18 April 2003 |