How to create an Opportunity in Salesforce | Scribe

    How to create an Opportunity in Salesforce

    • Leni Vasquez |
    • 0 step |
    • 2 minutes
      Navigate to your Salesforce account.
      Search for your account in the search bar
      Click "New"
      Click "Next"
      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 "Save"
      Click "New Business"
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