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

Adding and Updating Opportunities


To add a new opportunity or update existing opportunity information, complete the following procedure.

To add or update an existing opportunity

  1. Tap Opportunities in the application banner to display the Opportunities list.
  2. Update the existing opportunities information as follows:
    1. Tap an opportunity in the Opportunities list.

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

    2. Tap Edit, update the information as required, and then tap Save when finished.
  3. Add a new opportunity as follows:
    1. Tap the plus (+) icon in the work area.
    2. Enter the details for the new opportunity on the page that opens, then tap Save.
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