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Associating Contacts with Opportunities in Siebel Medical Handheld
A contact may be a source of revenue for your company. Potential revenue-generating events are called Opportunities. You will want to associate a contact with an existing opportunity to track information about both the opportunity and the contact. For more information, see Creating Opportunities in Siebel Medical Handheld. To associate a contact with an existing opportunity
- Navigate to the Contacts screen.
The My Contacts list appears.
- In the My Contacts list, select the contact with whom the opportunity will be associated.
- From the Show drop-down list, choose Opportunities.
- Tap in the Opportunities list, then tap the New Record button.
The Add Opportunities list appears.
- In the Add Opportunities list, select the opportunity to associate with the contact, and then tap OK.
To associate a contact with a new opportunity
- Navigate to the Contacts screen.
The My Contacts list appears.
- In the My Contacts list, select the contact with whom you will associate the new opportunity.
- From the Show drop-down list, choose Opportunities.
- Tap in the Opportunities list, then tap the New Record button.
The Add Opportunities list appears.
- Tap New, then enter the necessary fields.
The fields are described in the following table:
|
|
Name |
The name of the product. |
Account |
This field will be automatically populated with the account to which you are associating the opportunity. |
Revenue |
Tap the ellipsis to enter currency type, amount, and exchange date. |
Probability |
From the drop down-list in this field, you can chose a probability figure. |
Close Date |
After tapping the calendar button in this field, choose a close date for the chosen opportunity from the pop-up window. |
Sales Stage |
From the drop-down list in this field, choose the present stage of the sale. |
Primary |
The account owner, or primary contact for the account in your organization. |
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