Siebel Order Management Guide Addendum for Financial Services > Managing Opportunities > Process of Managing Opportunities >
Generating a Quote for an Opportunity
Use the following procedure to generate a quote for an opportunity. This task is an optional step in Process of Managing Opportunities. To generate a quote for an opportunity
- Navigate to the Opportunities screen, then the Opportunities list view.
- Drill down on the opportunity for which you want to generate a quote.
- Navigate to the Quotes view, then click Automatic Quote to generate a quote for the opportunity.
Upon creating a quote, note the following:
|