How to create an Opportunity in SFDC
- Leni Vasquez |
- 0 step |
- 51 seconds
Navigate to [https://cursive2021to.lightning.force.com/lightning/page/home](https://cursive2021to.lightning.force.com/lightning/page/home)
Click "Contacts"
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Click the contact you would like to view.
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Click "Related"
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Click "New" under Opportunities.
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Type your Opportunity Name.
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Click "New Business" or "Existing Business"
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Click "Date Picker" and add expected close date.
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Click "--None--" and select the correct Stage.
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Add competitors if you know them. If not you can skip.
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Click "Save"
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Click Opportunity to open up your Opportunity.
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You have now created an Opportunity! Please note that it's very important to follow this process as Contacts will get converted with the Opportunities and the Contact history will be transitioned.
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