Siebel Applications Administration Guide > Accounts >
Associating an Opportunity with an Account
Accounts are a source of business for your company. An opportunity is a potential revenue-generating event and the opportunity record stores information that you can use to manage accounts. To associate an opportunity with an account
- Navigate to the Accounts screen, then the Accounts List view.
- In the Accounts list, drill down on the Name field of the account.
- Navigate to the Opportunities view.
- In the Opportunities list, create an opportunity record to associate with the account.
For information about how to add an opportunity, see Creating an Opportunity.
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