Process of Managing Opportunities

To manage opportunities, perform the following tasks:

• Create an opportunity. For more information, see Creating an Opportunity.

• Change the primary team member. For more information, see Changing the Primary Sales Team Member.

• Monitor transactions. For more information, see Monitoring Significant Opportunity Transactions.

• Assess opportunities. For more information, see Assessing an Opportunity.

• Manage decisions. For more information, see Viewing Decision Issues for an Opportunity.

• Add contacts. For more information, see Associating a Contact with an Opportunity.

• Add activities. For more information, see Managing Activities Associated with an Opportunity.

• Associate products. For more information, see Associating a Product with an Opportunity.

• Create quotes. For more information, see Creating a Quote from an Opportunity.

• Performing an organization analysis. For more information, see Creating an Organization Analysis.

• Adding attachments and notes. For more information, see Siebel Fundamentals.

• Generate and viewing charts and reports. For more information, see Viewing Opportunity Charts.

  While you are in a view, click Reports in the toolbar to access the available preconfigured reports for the data in that view. For more information about reports, see Siebel Reports Guide.

• Set up lead sources. For more information, see Setting Up Lead Sources for Opportunities.