How to create a new Opportunity in Salesforce | Scribe

    How to create a new Opportunity in Salesforce

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    • 0 step |
    • 26 seconds
    Click "Opportunities"
    Click "New"
    Click the "Opportunity Name*" field.
    Click "New Business"
    Click the "Close Date*" field.
    Click "Negotiating"
    Click the "Account Name\*" field.
    Click "Save"
    If your org has enabled Products, you will be prompted to add products upon creation. If your org is not using Products, this is the end of the Opportunity creation steps.
    Add your products. You can do this now and update later.
    Click "Next"
    Click "Save"
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