Search for your account in the search bar

Tip! 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. 

Fill in the necessary Opportunity information. 

Click the "*Type" field.
Click "*Account Name
Account
Clear Selection"
Click the "*Type" field.
Click "New Business"
Click the "*Close Date" field.
Click the "*Stage" field.
Click "Qualifying"

Click "*Account Name
Account
Clear Selection"

This Scribe guide will show you how to create a Salesforce opportunity for your account. 