How to create an Opportunity in Salesforce | Scribe
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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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