Add and view the details of an opportunity

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use the Details tab to add and view information about your opportunity, including the source and competitor.

    Vorbereitungen

    Role required: sales_agent

    Prozedur

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Opportunity > All and select your opportunity.
    3. Fill in the information on the Details tab.
      For more information, see Opportunity details form.
    4. Select Save.

    Nächste Maßnahme

    Use the Product Catalog tab to add products to your opportunity.