Siebel Applications Administration Guide > Opportunities (End User) >

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 field of the product record 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 for the opportunity.

This task is a step in Process of Managing Opportunities.

To associate a product with an opportunity

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. In the Opportunities list, drill down on the Opportunity Name field of the opportunity record.
  3. Click the Products view tab.
  4. Create a new record, and complete the necessary fields.

    Some fields are described in the following table.


    Auto Quote

    Select the check box if you want to include the product in automatic quotes generated for the opportunity.


    Type the number of product units that the customer wants to purchase.

    Net Price

    Type the price of the item minus discounts.


    Displays the revenue for the opportunity, calculated as the Quantity multiplied by the Net Price.

    Covered Product

    Select the covered product only if the product (specified in the Product field) is a service product.


    Select the check box to indicate that the product is a summary product.

    For example, if the opportunity is for a computer, select the Summary check box for the computer product, but not for the CPU, monitor, keyboard, and mouse products that make up the computer product.

    This Summary field also appears (read-only) in the Revenues screen, then List view.

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