Managing Opportunities for Siebel Finance

An opportunity is a potential revenue-generating event. It is usually associated with an account and one or more contacts, products, activities, and quotes.

The following procedures related to opportunities and opportunity management are included in this topic:

• "Displaying Opportunity Details"

• "Modifying Opportunity Information"

• "Modifying Contact Information for an Opportunity"

• "Modifying Product Information for an Opportunity"

• "Modifying Quote Information for an Opportunity"

• "Modifying Activity Information for an Opportunity"

• "Modifying Opportunity Team Information for an Opportunity"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Finance.

  
  

Displaying Opportunity Details

You can display opportunity details by using the Opportunities list.

To display opportunity details 

1. Tap the Side Menu icon on the application banner, and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the right pane.

   • A list in the left pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear below the list in the right pane.

3. To view the related items for the selected opportunity, tap the following names in the list in the left pane:

   • Contacts. Shows the contact information for the opportunity. For more information, see "Modifying Contact Information for an Opportunity".

   • Products. Shows the product information for the opportunity. For more information, see "Modifying Product Information for an Opportunity".

   • Quotes. Shows the quote information for the opportunity. For more information, see "Modifying Quote Information for an Opportunity".

   • Activities. Shows the activity information for the opportunity. For more information, see "Modifying Activity Information for an Opportunity".

   • Opportunity Team. Shows the opportunity team information for the opportunity. For more information, see "Modifying Opportunity Team Information for an Opportunity".

Modifying Opportunity Information

Complete the following procedure to modify opportunity information.

To modify opportunity information 

1. Tap the Side Menu icon on the application banner, and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the right pane.

   • A list in the left pane in which you can select the related items for opportunities.

2. Update an existing opportunity as follows:

   1. Tap an opportunity in the Opportunities list.

      All details for the selected opportunity appear below the list in the right pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new opportunity as follows:

   1. Tap the plus (+) icon in the right pane.

   2. Enter the information for the new opportunity on the form that appears, and then save the record.

Modifying Contact Information for an Opportunity

Complete the following procedure to modify the contact information for an opportunity.

To modify the contact information for an opportunity 

1. Tap the Side Menu icon on the application banner, and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the right pane.

   • A list in the left pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear below the list in the right pane.

3. Update an existing opportunity contact as follows:

   1. Tap Contacts in the list in the left pane.

      All contacts associated with the opportunity appear in the right pane, and all details for the selected opportunity appear above the list in the right pane.

   2. Tap the contact that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing contact to the opportunity as follows:

   1. Tap Contacts in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Choose the contact on the list that appears, and then tap OK.

5. Create a new opportunity contact as follows:

   1. Tap Contacts in the list in the left pane, and then tap the double plus (++) icon in the right pane.

   2. Enter the information for the new contact on the form that appears, and then save the record.

Modifying Product Information for an Opportunity

Complete the following procedure to modify the product information for an opportunity.

To modify the product information for an opportunity 

1. Tap the Side Menu icon on the application banner, and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the right pane.

   • A list in the left pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear below the list in the right pane.

3. Update an existing opportunity product as follows:

   1. Tap Products in the list in the left pane.

      All products associated with the opportunity appear in the right pane, and all details for the selected opportunity appear above the list in the right pane.

   2. Tap the product that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new opportunity product as follows:

   1. Tap Products in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new product on the form that appears, and then save the record.

Modifying Quote Information for an Opportunity

Complete the following procedure to modify the quote information for an opportunity.

To modify the quote information for an opportunity 

1. Tap the Side Menu icon on the application banner, and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the right pane.

   • A list in the left pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear below the list in the right pane.

3. Update an existing opportunity quote as follows:

   1. Tap Quotes in the list in the left pane.

      All quotes associated with the opportunity appear in the right pane, and all details for the selected opportunity appear above the list in the right pane.

   2. Tap the quote that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new opportunity quote as follows:

   1. Tap Quotes in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new quote on the form that appears, and then save the record.

Modifying Activity Information for an Opportunity

Complete the following procedure to modify the activity information for an opportunity.

To modify the activity information for an opportunity 

1. Tap the Side Menu icon on the application banner, and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the right pane.

   • A list in the left pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear below the list in the right pane.

3. Update an existing opportunity activity as follows:

   1. Tap Activities in the list in the left pane.

      All activities associated with the opportunity appear in the right pane, and all details for the selected opportunity appear above the list in the right pane.

   2. Tap the activity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new opportunity activity as follows:

   1. Tap Activities in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new activity on the form that appears, and then save the record.

Modifying Opportunity Team Information for an Opportunity

Complete the following procedure to modify the opportunity team information for an opportunity.

To modify the opportunity team information for an opportunity 

1. Tap the Side Menu icon on the application banner, and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the right pane.

   • A list in the left pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear below the list in the right pane.

3. Update an existing opportunity team as follows:

   1. Tap Opportunity Team in the list in the left pane.

      All opportunity teams associated with the opportunity appear in the right pane, and all details for the selected opportunity appear above the list in the right pane.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing person to the opportunity team as follows:

   1. Tap Opportunity Team in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Choose the person on the list that appears, and then tap OK.