Siebel Applications Administration Guide > Managing Portfolios > Process of Analyzing B, C, and D Accounts >
You can review the opportunities associated with your accounts, and new opportunities if required.
This task is a step in Process of Analyzing the A Accounts and Process of Analyzing B, C, and D Accounts.
To review opportunities for selected units
- Navigate to the Accounts screen, then the Portfolio Management Process view.
- Drill down on the Portfolio Name field of the portfolio plan record.
- Click the appropriate account planning view tab, then click the Opportunities subview tab.
The current opportunities for the selected units appear.
- To add an opportunity, create a new record, and complete the necessary fields.
For information about the fields, see Opportunities (End User).