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

Copying Applicants from an Opportunity to a Quote

In the situation where opportunities are used as part of the sales process, the Order Line Items attached to the opportunity must be transferred to the quote and if necessary, to the Order Business Component.

The following procedure describes how to copy applicants (contacts) from an opportunity in to a quote. This task is a step in Process of Managing Opportunities.

To copy applicants from an opportunity to a quote

1. Navigate to the Opportunities screen, then the Opportunities list view.
2. Drill down on the opportunity from which you want to copy applicants.
3. Navigate to the Contacts view, and review the contacts already associated with the opportunity. If required, add another contact.

   For information on adding contacts, see Adding an Applicant to an Opportunity, and specify the primary contact.

4. Navigate to the Quotes view, then click Automatic Quote to generate a quote.

   The primary contact First Name and Last Name fields (specified in Step 3) are copied from the opportunity to the same fields in the generated quote.