Managing Opportunities for Siebel Sales

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"

• "Converting an Opportunity to a Quote"

• "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 Sales.

  
  

Displaying Opportunity Details

You can display opportunity details by using the Opportunities list.

To display opportunity details 

1. Tap Side MenuSide Menu and then tap Opportunities to display the following:

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

   • A list in the side 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 after the list in the main pane.

3. To view the related items for the selected opportunity, tap the following names in the list in the side 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".

Modifying Opportunity Information

Complete the following procedure to modify opportunity information.

To modify opportunity information 

1. Tap Side Menu and then tap Opportunities to display the following:

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

   • A list in the side 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 after the list in the main 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 New (the plus (+) icon) in the main pane.

   2. Enter the information for the new opportunity in the fields that appear, 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 Side Menu and then tap Opportunities to display the following:

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

   • A list in the side 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 after the list in the main pane.

3. Update an existing opportunity contact as follows:

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

      All contacts associated with the opportunity appear in the Contacts list in the main 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 side pane and then tap Add (the plus (+) icon) in the main 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 side pane, and then tap New (the double plus (++) icon) in the main pane.

   2. Enter the information for the new contact in the fields that appear, 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 Side Menu and then tap Opportunities to display the following:

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

   • A list in the side 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 after the list in the main pane.

3. Update an existing opportunity product as follows:

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

      All products associated with the opportunity appear in the Products list in the main 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 side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new product in the fields that appear, 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 Side Menu and then tap Opportunities to display the following:

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

   • A list in the side 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 after the list in the main pane.

3. Update an existing opportunity quote as follows:

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

      All quotes associated with the opportunity appear in the Quotes list in the main 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 side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new quote in the fields that appear, and then save the record.

Converting an Opportunity to a Quote

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 

1. Tap Side Menu and then tap Opportunities to display the following:

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

   • A list in the side 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 after the list in the main pane.

3. Tap Quotes in the list in the side pane.

4. Tap Auto Quote to create a quote from the opportunity.

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 Side Menu and then tap Opportunities to display the following:

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

   • A list in the side 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 after the list in the main pane.

3. Update an existing opportunity activity as follows:

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

      All activities associated with the opportunity appear in the Activities list in the main 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 side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new activity in the fields that appear, 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 Side Menu and then tap Opportunities to display the following:

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

   • A list in the side 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 after the list in the main pane.

3. Update an existing opportunity team as follows:

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

      All team members associated with the opportunity appear in the Opportunity Team list in the main 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 can update only the Role field and Primary check box. 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 side pane and then tap New (the plus (+) icon) in the main pane.

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