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

Adding an Applicant to an Opportunity

Use the following procedure to add an applicant (contact) to an opportunity. This task is a step in Process of Managing Opportunities.

To add an applicant to an opportunity

1. Navigate to the Opportunities screen, then the Opportunities list view.
2. Drill down on the opportunity to which you want to add applicants.
3. Navigate to the Contacts view, and add applicants to the opportunity as follows:
   1. Click New, and enter the contact details.

      Repeat this step as required.

   2. Select the check box in the Primary field next to the contact that you want to specify as the primary contact.

      NOTE:  The primary contact is the primary owner of the financial application.