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Opportunity Management


Opportunities are the sales and pending deals that you want to track. By adding opportunities within Salesforce, you are contributing to your sales forecast. 

You can create an opportunity by following the steps in this article. Once you have created your opportunity, the same setup steps, such as billing options, promotions, and termed agreements, apply to both and can be edited at any time.

Creating an Opportunity

Getting Here: Click Opportunities > New

  1. Enter the details of the opportunity. Required fields are marked with red.
  2. Click the Search button next to the Account Name field and select the account for which you are creating the opportunity.

new opportunityv2.png

  1. Click Save.

You can edit an opportunity's information at any time, by going into the opportunity, clicking Edit, making all applicable changes, and clicking Save.

Once you have created an opportunity or quote, continue to set up the opportunity through the plan wizard.


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