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Create a new opportunity in Salesforce
This guide provides step-by-step instructions on how to create a new opportunity in Salesforce. By following these steps, users can easily navigate through the process of entering relevant information such as primary contact, estimated close date, product interest, and estimated amount. This guide is useful for anyone looking to effectively manage and track sales opportunities in Salesforce.
Benjamin Johnson
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0 step
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3 minutes
Salesforce
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Navigate to your Account
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Click "New Opportunity"
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Click the "Primary Contact" field.
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Select your primary contact
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Choose the date picker next to Close Date.
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Select your estimated Close Date (I usually say 30-45 days out)
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Click the "Brand Lookup - Select the Brand this Lead is interested in purchasing\*" field.
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Select your choice
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Click the "Amount" field.
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Enter the estimated amount of the item they are interested in learning about based on the metrics (size, records, giving volume)
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Select their product interest
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Choose the appropriate option
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Enter the Est. Annual Online Giving
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Click "Save"
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Click on the text in the green banner.
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Click "Details"
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