Siebel Energy Guide > Opportunities in Siebel Energy >
Creating an Opportunity in Siebel Energy (End User)
An opportunity is generated in the Campaigns screen or is added manually. Every time end users identify an opportunity, they can create a new record. To create an opportunity
- Navigate to the Opportunities screen, then the Opportunities List view.
- Add a record, and complete the necessary fields in the record and the More Info form. To access more fields, click the show more button in the form.
Some fields are described in the following table.
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Revenue |
Type the expected revenue for the opportunity in specific currency. |
Probability % |
Select the probability of completing the sale. |
Sales Team |
Select the user ID for the sales team of the opportunity. |
Primary |
Displays your use ID for the opportunity because you create the opportunity. Only managers can change this field for a sales team member. |
Channel |
Select the distribution strategy in your organization for the opportunity. |
Expected Value |
Displays the expected value for the opportunity when you populate the Probability % and Revenue fields. |
Source |
Select the source of the data. The Source Type field reflects the source type associated with this selection. |
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