Siebel Applications Administration Guide > Accounts >

Associating an Opportunity with an Account

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 opportunity with an account

  1. Navigate to the Accounts screen, then the Accounts List view.
  2. In the Accounts list, drill down on the Name field of the account.
  3. Click the Opportunities view tab.
  4. In the Opportunities list, select the record to associate with the account.

    For information about how to add an opportunity, see Creating an Opportunity.

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