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.
Note:
Opportunities are standard Salesforce objects, not custom objects. For more information on opportunities, see Salesforce documentation.
To create an opportunity
- Navigate to the Opportunities tab, and click New.
