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

Adding a Product to an Opportunity

Use the following procedure to add a product to an opportunity. This task is a step in Process of Managing Opportunities.

To add a product 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 a product.
3. Navigate to the Products view, click New, and complete the fields as described in the following table.

   Field	Description
   Automatic Quote	Ignore this field because the cost for retail finance is generally $0.00.
   Product	Select a product from the picklist. For example: Child Savings Account
   Part number (#)	Select the product part number from the picklist. For example: Child Savings Account   5673567N
   Quantity	Enter a numeric value corresponding to the number of product units to order.
   Net Price	Enter a numeric value corresponding to the price of the product.
   Revenue	If the Automatic Quote check box is selected, then this field is automatically populated with the following value: Quantity field value * Net Price field value If the Automatic Quote check box is not selected, then this field displays 0.00 by default.
   Probability %	Select the percentage representing the likelihood of winning the revenue for the corresponding opportunity from the picklist.
   Sales Rep	The ID of the sales representative handling the opportunity.