Managing Leads for Siebel Financial Services

A lead is a new prospect or existing customer who might become an opportunity.

The following procedures related to leads and lead management are included in this topic:

• Displaying Lead Details

• Modifying Lead Information

• Modifying Opportunity Information for a Lead

• Converting a Lead to an Opportunity

Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Financial Services.