Securing an Opportunity

Use the following procedure to secure an opportunity.

To secure an opportunity

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

2. In the Opportunities list, select an opportunity that you want to secure (lock).

3. In the Opportunity form, click the Secure check box.

   Only the primary member of the sales team or the Siebel administrator can set the Secure check box. When an opportunity is marked Secure, only members of the sales team can view it in the All Opportunities view. Sales team members can also see a secure opportunity in their My Opportunities views.