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.

Before you begin

Role required: sales_agent

Procedure

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.
   Estimated Deal Size	Amount of potential opportunity.
   Account	Provide account information.
   Consumer	Select a consumer.
   Deal type	Indicates the type of deal associated with the opportunity: Direct: The seller engages directly with the customer, with no intermediary partner involved. Indirect: The seller engages the customer through an intermediary, such as a reseller, service provider, or distributor.
   Stage	Enter a stage of the opportunity. For example: Qualify, Develop, Propose, Negotiate, Closed- Won, or Closed- Lost.
   Route to market	Identifies the exact sales channel used to execute the deal: Direct Reseller Service Provider Distributor
   Sales Cycle Type	Enter the type of sales cycle during the creation of the opportunity. For example: NEWCUST, RENEW, or UPSELL.
   Contact	Fill in the primary contact information associated with the opportunity.
   Channel partner	An external organization involved in selling, influencing, or supporting an opportunity as part of an indirect sales.

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.

What to do next

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