Siebel Sales User Guide > Quotes >

Updating an Opportunity with Quote Information

After you have added the appropriate line items and completed the quote, you need to update the opportunity with the quote information. It is important to keep your opportunity information in sync with your quote information to maintain accurate forecasts and charts.

To update quote information to the opportunity

  1. Navigate to the Quotes screen.
  2. In the Quotes list, select the quote for which you want to update the opportunity, and then click Update Opportunity.

    3. The new or modified products and prices appear in the opportunity.


 Siebel Sales User Guide 
 Published: 18 April 2003