Associating Future Opportunities with an Opportunity

To associate a future opportunity with a present opportunity, follow this procedure.

This task is a step in Process of Managing Histories and Futures Data.

To associate a future opportunity with an opportunity

1. Navigate to the Opportunities screen, then the Opportunities List view.

2. In the Opportunities List, locate an opportunity with which to associate a historical or future opportunity.

3. Click the link in the Opportunity Name field.

4. Click the Histories and Futures view tab.

5. Scroll down to the lower part of the view, and create a new record in the Future Opportunities list.

6. In the Opportunity field of the future opportunity, click the single select button.

   The Add Future Opportunities dialog box appears with a row of query fields.

7. Enter query criteria for the future opportunities to associate with the current opportunity, and click Go.

   The Add Future Opportunities list displays a list of future opportunities that meet the query criteria you entered.

   Note: The Add Future Opportunities dialog box displays only opportunities dated later than the current date.

8. Select a future opportunity to associate with the current opportunity, and click OK.

   The opportunity you selected appears in the Future Opportunities list.

9. To view details of a future opportunity such as associated properties, dates, and functions, drill down on the Opportunity field.

   Siebel Hospitality displays details of the opportunity in the Opportunity Capture view.