Siebel Order Management Guide Addendum for Financial Services > Managing Opportunities > Scenarios for Creating a New Opportunity >

Scenario for Using Opportunities to Track Whether a Sales Deal Will Close


Typically, a sales representative uses opportunities to track longer sales processes, which depend on the sales representative's consultative relationship with the customer. For example, a sales representative can use an opportunity to:

  • Record and track a prospective new loan opportunity.
  • Record and track a potential new IPO deal.

For more information about scenarios for creating a new opportunity, see Siebel Finance Guide.

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