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