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

Adding or Updating Activities for an Opportunity


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

To add or update activities for an opportunity

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

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

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