Scenario for Using Opportunities to Track Whether a Sales Deal Will Close

Typically, a sales representative uses opportunities to track longer sales processes, which depend on the sales representative’s consultative relationship with the customer. For example, a sales representative can use an opportunity to:

• Record and track a prospective new loan opportunity.

• Record and track a potential new IPO deal.

For more information about scenarios for creating a new opportunity, see Siebel Finance Guide.