Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Sales > Managing Contacts for Siebel Sales >

Adding or Updating Opportunities for a Contact

Complete the following procedure to add or update opportunities for a contact.

To add or update opportunities for an account

1. Tap Contacts on the application banner to display the Contacts list.
2. Tap a contact in the list.

   All contact details for the selected contact are displayed in the work area.

3. Create a new contact opportunity as follows:
   1. Tap Opportunities in the work area, then the plus (+) icon.
   2. Enter the information for the new opportunities on the New Opportunities page.

      The following fields are required and must be completed when adding new opportunities: Name, Currency, and Close Date.

   3. Tap Save when finished.
4. Add an existing contact opportunity as follows:
   1. Tap Opportunities in the work area, then the Add (check mark) icon.
   2. Select the opportunity that you want to add, then tap the Add (check mark) icon.
   3. Tap Save when finished.
5. Update an existing opportunity as follows:
   1. Tap Opportunities in the work area, and then tap the opportunity that you want to update.
   2. Tap Edit, and update the opportunity information as required.
   3. Tap Save when finished.