Updating Opportunity Revenues

Complete the following procedure to update opportunity revenues.

To update opportunity revenues

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

  2. Drill down on the Opportunity Name field of the opportunity record.

  3. Navigate to the Revenues view, then the List view.

  4. In the Revenues list, click the cogwheel icon, and select Update Opportunity.

    After this process is completed, the revenue amounts that appear in the Products, Revenues, and Quotes views are synchronized and the Opportunity’s Revenue field displays a calculated sum of the individual revenue line items associated with the opportunity.

Note: Siebel Quotes is a separately licensed product offering. You cannot access the Quotes view if you have not licensed this product.