Creating an Opportunity
- Navigate to the App Launcher icon from the top left corner, click Shared Apps > Opportunities
- Click New Opportunity.
- Enter the following details and click Save.
Field Description Name Enter a name for the opportunity. This is a mandatory field. ETag This is auto generated. ExternalID This is auto generated. Account Search for and select the account that you want to associate with this opportunity. Amount Enter the revenue amount for this opportunity. Close Date Specify the closing date for the opportunity. Contact Enter the contact details. Description Enter a description. Expected Amount Enter the expected amount o Fiscal Period Enter the fiscal period. Fiscal Quarter Enter the fiscal quarter. Fiscal Year Enter the fiscal year. Forecast Category The forecast category of opportunities to include in returned forecasting opportunities. Valid values are Omitted, Pipeline, Best Case, Most Likely, COmmit, Closed. Has Open Activity Toggle if the opportunity has an open activity. Has Line Item Toggle if the opportunity has a line item. Has Overdue Task Toggle if the opportunity has an overdue task associated with it. Closed Toggle when the opportunity has closed. Private Toggle if the opportunity is of type private. Won Toggle when the opportunity is won. Last Stage Change Date and Time Enter a date and time for last stage change. Lead Source Select a lead source for the opportunity from the drop-down list. Next Step Enter the next step after the opportunity is created. Owner Search for and select the owner that you want to associate with this opportunity. Partner Account Search for and select the partner account that you want to associate with this opportunity. Probability (%) Enter the probability of winning the opportunity in percentage. Push Count Push count helps you track how many times the opportunity has been synchronized or updated. Stage Select the stage of the opportunity from the drop-down options. Quantity Enter the quantity. Opportunity Type Select the opportunity stage from the drop-down options. Currency Select the currency.