Conga Product Documentation

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Creating an Opportunity

From the Opportunity Details Page, you can create a new opportunity.
  1. Navigate to the App Launcher icon from the top left corner, click Shared Apps > Opportunities
  2. Click New Opportunity.
  3. Enter the following details and click Save.
    FieldDescription
    NameEnter a name for the opportunity. This is a mandatory field.
    ETagThis is auto generated.
    ExternalIDThis is auto generated.
    AccountSearch for and select the account that you want to associate with this opportunity.
    AmountEnter the revenue amount for this opportunity.
    Close DateSpecify the closing date for the opportunity.
    ContactEnter the contact details.
    DescriptionEnter a description.
    Expected AmountEnter the expected amount o
    Fiscal PeriodEnter the fiscal period.
    Fiscal QuarterEnter the fiscal quarter.
    Fiscal YearEnter the fiscal year.
    Forecast CategoryThe forecast category of opportunities to include in returned forecasting opportunities. Valid values are Omitted, Pipeline, Best Case, Most Likely, COmmit, Closed.

    Has Open ActivityToggle if the opportunity has an open activity.
    Has Line ItemToggle if the opportunity has a line item.
    Has Overdue TaskToggle if the opportunity has an overdue task associated with it.
    ClosedToggle when the opportunity has closed.
    PrivateToggle if the opportunity is of type private.
    WonToggle when the opportunity is won.
    Last Stage Change Date and TimeEnter a date and time for last stage change.
    Lead SourceSelect a lead source for the opportunity from the drop-down list.
    Next StepEnter the next step after the opportunity is created.
    OwnerSearch for and select the owner that you want to associate with this opportunity.
    Partner AccountSearch 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 CountPush count helps you track how many times the opportunity has been synchronized or updated.
    StageSelect the stage of the opportunity from the drop-down options.
    QuantityEnter the quantity.
    Opportunity TypeSelect the opportunity stage from the drop-down options.
    CurrencySelect the currency.