Managing Opportunities for Siebel Financial Services

An opportunity is a potential revenue-generating event. It is usually associated with an account and one or more contacts, products, activities, and quotes.

The following procedures related to opportunities and opportunity management are included in this topic:

• Displaying Opportunity Details (Siebel Financial Services)

• Modifying Opportunity Information

• Modifying Contact Information for an Opportunity

• Modifying Product Information for an Opportunity

• Modifying Quote Information for an Opportunity

• Modifying Activity Information for an Opportunity

• Modifying Opportunity Team Information for 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.