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

Adding or Updating Contacts for an Opportunity

Complete the following procedure to add or update contacts for an opportunity.

To add or update contacts for an opportunity

1. Tap Opportunities on the application banner to display the Opportunities list.
2. Tap an opportunity in the list.

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

3. Create a new contact for the opportunity as follows:
   1. Tap Contacts in the work area, then the plus (+) icon.
   2. Enter the information for the new contact on the New Contacts page.
   3. Tap Save when finished.
4. Add an existing contact to the opportunity as follows:
   1. Tap Contacts in the work area, then the Add (check mark) icon.
   2. Select the contact that you want to add, then tap the Add (check mark) icon.
   3. Tap Save when finished.
5. Update an existing contact as follows:
   1. Tap Contacts in the work area, and then tap the contact that you want to update.
   2. Tap Edit, and update the contact information as required.
   3. Tap Save when finished.