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Associating a Product with an Opportunity in Siebel Energy (End User)


End users can associate products with an opportunity and provide customers with detailed information about the products that interest them.

To associate a product with an opportunity

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Drill down on the name of the opportunity.
  3. Click the Products view tab.
  4. In the Products list, add a record, and complete the necessary fields.
  5. In the Product field, select a product.
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