Create a new product opportunity in the Opportunity Management application by entering the details, such as account, sales stage, sales cycle type, and deal size.

Vorbereitungen

Role required: sales_agent

Prozedur

1. In the CSM Configurable Workspace, select the List view.
2. In the Opportunity - All list, select New.
   The Create new opportunity dialog box opens.
3. Use the following table to fill in the information.

   Fields	Description
   Short Description	Fill in a short description for the opportunity.
   Account	Provide account information.
   Stage	Enter a stage of the opportunity. For example: Qualify, Develop, Propose, Negotiate, Closed- Won, or Closed- Lost.
   Deal Size	Provide an approximate value of the deal.
   Sales Cycle Type	Enter the type of sales cycle during the creation of the opportunity. For example: NEWCUST, RENEW, or UPSELL.
   Consumer	Select a consumer.
   Contact	Fill in the contact information.

4. Select Save to save the opportunity and Close to return to the main Opportunities window.
5. Select Refresh to see the new opportunity in the list.

Nächste Maßnahme

Start adding more information to your opportunity. To learn more, see Add and view the details of an opportunity.