Process of Managing Opportunities

The process of managing opportunities for Siebel Financial Services Customer Order Management for Banking is similar to the process of managing opportunities for Siebel Finance:

1. Administrators do the following:

   1. Add opportunities (as administrators)

   2. Manage opportunities

   3. Manage team members

   For more information about these tasks, see Siebel Finance Guide.

2. Users add opportunities in Siebel Finance and create opportunities from Siebel Business Applications. For more information about these tasks, see Siebel Finance Guide and the following:

   1. Creating a New Opportunity

   2. Adding an Applicant to an Opportunity

   3. Adding a Product to an Opportunity

   4. Generating a Quote for an Opportunity

   5. Enabling the Applicant Group on a Quote

   6. Copying Applicants from an Opportunity to a Quote

   7. Copying Applicants from a Quote to a Financial Application