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

Adding or Updating Opportunities for an Account

Complete the following procedure to add or update Opportunities for an account.

To add or update opportunities for an account

1. Tap Accounts on the application banner to display the Accounts list.
2. Tap an account in the list.

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

3. Create a new account 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, Close Date, and Opportunity Currency.

   3. Tap Save when finished.
4. 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.