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

Adding or Updating Quotes for an Opportunity


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

To add or update quotes 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 opportunity quote as follows:
    1. Tap Quotes in the work area, then the plus (+) icon.
    2. Enter the information for the new Quote on the New Quotes page.
    3. Tap Save when finished.
  4. Update an existing quote as follows:
    1. Tap Quotes in the work area, and then tap the quote that you want to update.
    2. Tap Edit, and update the opportunity information as required.
    3. Tap Save when finished.
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