1
Navigate to your Salesforce account.
Navigate to your Salesforce account.
How to create an Opportunity in Salesforce
This guide will show you how to create a Salesforce opportunity for your account.
Sales & Customer Success
2
Search for your account in the search bar
Click the Search input field at the top of the page to find records or information.
3
Click the New button
Click the "New" option in the Opportunities section dropdown menu to start creating a new opportunity.
4
Click the Next button
Click the Next button at the bottom of the New Opportunity modal to proceed.
5
Your salesforce opportunity structure might be different than what is shown below. Please fill our the opportunity fields your company uses, below is just an example.
Your salesforce opportunity structure might be different than what is shown below. Please fill our the opportunity fields your company uses, below is just an example.
6
Fill in the necessary Opportunity information.
Fill in the necessary Opportunity information.
7
Click the Opportunity Name field
Click the Opportunity Name text box in the New Opportunity modal to enter a name for the deal.
8
Click the Opportunity Name input field
Click the Opportunity Name input field in the Opportunity Information section to enter a name for the new opportunity.
9
Click the Opportunity Type dropdown
Click the Opportunity Type dropdown in the Opportunity Information section to select the type of deal.
10
Click the Stage dropdown
Click the Stage dropdown in the New Opportunity modal to select the current stage of the opportunity.
11
Click the Close Date input
Click the calendar icon in the Close Date field to select a date.
12
Click the Forecast Category dropdown
Click the Forecast Category dropdown in the New Opportunity modal to select a category.
13
Click the Amount (TCV) field
Click the Amount (TCV) input field located in the ARR section of the New Opportunity modal.
14
Click the Save button
Click the Save button at the bottom of the modal to create the new opportunity.
15
Click the New Opp link
Click the "New Opp" link within the green success banner at the top of the screen to open the newly created opportunity.
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