Siebel Sales User Guide > Opportunities >

Associating a Product with an Opportunity

Specific products can be associated with an opportunity. For example, if a customer is interested in purchasing a new software suite, this information can be specified in the Products view.

After the product is associated with the opportunity, you can drill down on the product to review additional information such as product features and prices.

Later, this data can be used when you are building a presentation, quote, or proposal based on the opportunity.

To associate a product with an opportunity

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity.
  3. Click the Products view tab, and in the Products list click New.
  4. In the new record, click the select button in the Products field.
  5. In the Pick Product dialog box, enter product criteria, and then click Go.
  6. Select the product, and then click OK.

    7. The product appears in the Opportunity Products list.

  7. Complete the remaining fields as needed.

    8. After the product record is saved, you can drill down on the hyperlink in the Product field to view Product details such as Key Features and Product Images.


 Siebel Sales User Guide 
 Published: 18 April 2003