How to create an Opportunity in Salesforce | Scribe

    How to create an Opportunity in Salesforce

    • Leni Vasquez |
    • 8 steps |
    • 2 minutes
      1
      Navigate to your Salesforce account.
      2
      Search for your account in the search bar
      3
      Click "New"
      4
      Click "Next"
      information ordinal icon
      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.
      5
      Fill in the necessary Opportunity information.
      6
      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 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"
      7
      Click "Save"
      8
      Click "New Business"