How do I create new opportunity?

Updated on November 27, 2017 11:42PM by Admin


An opportunity is the second step in the sales process.  Although sometimes you’ll start the process of a new sale by creating an opportunity, usually you would want to convert a lead into an opportunity.

If you haven’t taken a look at the Leads App yet, head over the  Leads App Quick Start Guide to get started with sales force automation.

There are scenarios where you want to create an opportunity without a sales lead first.  This will happen if you are up selling  to an existing customer, or you are very confident the deal is to proceed forward by jumping the other stages in the sales cycle.

Have a look at the following steps.

Steps to create opportunities

  1. Log in and access Opportunities App from your universal navigation menu bar.
  2. Click on “Create ” button in left navigation panel.
    Create option 
  3. You can view the followings in "Create " page & Enter the details.
    • Name - Name for the opportunity
    • Customer - Select customer from predefined list
    • Close Date – Choose estimate closed date from calendar picker/li>
    • Assigned to – Select employee who this opportunity will be assigned to, by default, it is assigned to the person creating the opportunity.
    • Probability - Set the potential amount
    • Sales Stage select sales stage in predefined listy
    • Lead source – Select lead source from predefined list .
    • Next step – Enter the text for closed deal
    • Description – Description about opportunities .
      creating opportunities
  4. Click on "Create" button to complete.

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