Download page Creating an Opportunity in Salesforce.
Creating an Opportunity in Salesforce
Opportunities are the qualified contacts or accounts that you have already talked to and have entered into your sales cycle. Adding opportunities to Salesforce builds your pipeline and increases your sales forecast. You will use the Salesforce Opportunities tab to create and find your opportunities.
The CPQ process begins as soon as you create an opportunity.
Opportunities are standard Salesforce objects, not custom objects. For more information on opportunities, see Salesforce documentation.
To create an opportunity
Log in to Salesforce.com.
- Navigate to the Opportunities tab, and click New.
- Enter the Opportunity Name, Account Name, Close Date, and Stage.
- Enter additional information as required.
- Click Save.
You have created an opportunity. For complete information about creating opportunities in Salesforce, refer to Create Opportunities and Opportunity Fields in the Salesforce documentation.