Siebel Order Management Guide Addendum for Financial Services > Managing Opportunities > Process of Managing Opportunities >

Creating a New Opportunity

Use the following procedure to create a new opportunity. This task is a step in Process of Managing Opportunities.

To create a new opportunity

1. Navigate to the Opportunities screen.
2. In the Add section of the Opportunities screen:
   1. Enter the name of the new opportunity in the Opportunity field.
   2. Enter the date when the opportunity expires in the Close Date field.
   3. If required, associate the opportunity with an existing account,
   4. If required, specify a revenue target for the opportunity.
   5. If required, associate the opportunity with an existing contact.
   6. Click Add and Go to create the new opportunity.