Siebel CRM Siebel Mobile Guide: Connected Siebel Innovation Pack 2016, Rev. C E52426-01 |
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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:
"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 Sales. |
You can display opportunity details by using the Opportunities list.
To display opportunity details
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.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear below the list in the right pane.
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" and "Converting an Opportunity to a Quote".
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".
Complete the following procedure to modify opportunity information.
To modify opportunity information
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.
Update an existing opportunity as follows:
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear below the list in the right pane.
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.
Create a new opportunity as follows:
Tap the plus (+) icon in the right pane.
Enter the information for the new opportunity in the fields that appear, and then save the record.
Complete the following procedure to modify the contact information for an opportunity.
To modify the contact information for an opportunity
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.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear below the list in the right pane.
Update an existing opportunity contact as follows:
Tap Contacts in the list in the left pane.
All the contacts associated with the opportunity appear in the right pane, and all details for the selected opportunity appear above the Contacts list in the right pane.
Tap the contact that you want to update.
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.
Add an existing contact to the opportunity as follows:
Tap Contacts in the list in the left pane, and then tap the plus (+) icon in the right pane.
Choose the contact on the list that appears, and then tap OK.
Create a new opportunity contact as follows:
Tap Contacts in the list in the left pane, and then tap the double plus (++) icon in the right pane.
Enter the information for the new contact in the fields that appear, and then save the record.
Complete the following procedure to modify the product information for an opportunity.
To modify the product information for an opportunity
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.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear below the list in the right pane.
Update an existing opportunity product as follows:
Tap Products in the list in the left pane.
All the products associated with the opportunity appear in the right pane, and all details for the selected opportunity appear above the Products list in the right pane.
Tap the product that you want to update.
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.
Create a new opportunity product as follows:
Tap Products in the list in the left pane, and then tap the plus (+) icon in the right pane.
Enter the information for the new product in the fields that appear, and then save the record.
Complete the following procedure to modify the quote information for an opportunity.
To modify the quote information for an opportunity
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.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear below the list in the right pane.
Update an existing opportunity quote as follows:
Tap Quotes in the list in the left pane.
All the quotes associated with the opportunity appear in the right pane, and all details for the selected opportunity appear above the Quotes list in the right pane.
Tap the quote that you want to update.
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.
Create a new opportunity quote as follows:
Tap Quotes in the list in the left pane, and then tap the plus (+) icon in the right pane.
Enter the information for the new quote in the fields that appear, and then save the record.
When you create a quote from an opportunity using the Auto Quote link, a quote record is automatically created for the opportunity using the data from the opportunity. Quote items are created from products associated with an opportunity. Any opportunity products that have the Auto Quote flag checked are also copied to the quote record.
To convert an opportunity to a quote
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.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear below the list in the right pane.
Tap Quotes in the list in the left pane.
Tap Auto Quote to create a quote from the opportunity.
Complete the following procedure to modify the activity information for an opportunity.
To modify the activity information for an opportunity
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.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear below the list in the right pane.
Update an existing opportunity activity as follows:
Tap Activities in the list in the left pane.
All the activities associated with the opportunity appear in the right pane, and all details for the selected opportunity appear above the Activities list in the right pane.
Tap the activity that you want to update.
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.
Create a new opportunity activity as follows:
Tap Activities in the list in the left pane, and then tap the plus (+) icon in the right pane.
Enter the information for the new activity in the fields that appear, and then save the record.
Complete the following procedure to modify the opportunity team information for an opportunity.
To modify the opportunity team information for an opportunity
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.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear above the list in the right pane.
Update an existing opportunity team as follows:
Tap Opportunity Team in the list in the left pane.
All the team members associated with the opportunity appear in the right pane, and all details for the selected opportunity appear above the Opportunity Team list in the right pane.
Tap the team member that you want to update.
Tap the record field that you want to update, and update the field value.
You can update only the Role field and Primary check box. You must navigate away from the record to save your changes to it.
Add an existing person to the opportunity team as follows:
Tap Opportunity Team in the list in the left pane, and then tap the plus (+) icon in the right pane.
Choose the person on the list that appears, and then tap OK.