This guide was created with Scribe in 2 minutes. Sign in and create your own!
How to create an Opportunity in Salesforce
Leni Vasquez |
0 step |
2 minutes
Navigate to your Salesforce account.
2
Search for your account in the search bar
Zoom Saved
3
Click "New"
Zoom Saved
4
Click "Next"
Zoom Saved
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"
7
Click "Save"
Zoom Saved
8
Click "New Business"
Zoom Saved
Was this Scribe helpful? Save this document for future reference.
Save for Later
Have something to say?Create an account to leave messages for the author to see!Create an account
Feedback
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe