How to create a new Opportunity in Salesforce | Scribe

    How to create a new Opportunity in Salesforce

    • |
    • 11 steps |
    • 26 seconds
    1
    Click "Opportunities"
    2
    Click "New"
    3
    Click the "Opportunity Name*" field.
    4
    Click "New Business"
    5
    Click the "Close Date*" field.
    6
    Click "Negotiating"
    7
    Click the "Account Name\*" field.
    8
    Click "Save"
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    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.
    9
    Add your products. You can do this now and update later.
    10
    Click "Next"
    11
    Click "Save"