Creating an Opportunity in Siebel Communications (End User)

An opportunity is generated in the Campaigns screen or is added manually. Every time end users identify an opportunity, they can create a new record.

To create an opportunity

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

2. Add a record, and complete the necessary fields in the record and the More Info form. To access more fields, click the show more button in the form.

   Some fields are described in the following table.

   Field	Comments
   Revenue	Type the expected revenue for the opportunity in specific currency.
   Probability %	Select the probability of completing the sale.
   Sales Team	Select the user ID for the sales team of the opportunity.
   Primary	Displays your use ID for the opportunity because you create the opportunity. Only managers can change this field for a sales team member.
   Channel	Select the distribution strategy in your organization for the opportunity.
   Expected Value	Displays the expected value for the opportunity when you populate the Probability % and Revenue fields.
   Source	Select the source of the data. The Source Type field reflects the source type associated with this selection.