Create a sales opportunity

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create sales opportunities for services, products, or assets identified during field service visits using the ServiceNow Agent application.

    Antes de Iniciar

    Role required: wm_technician_sales_write

    Por Que e Quando Desempenhar Esta Tarefa

    • Ensure the Technician driven sales with Field Service (com.snc.fsm_technician_sales) plugin and Opportunity Management Application (com.sn_l2c_oppty_mgmt) plugin are installed.
    • With the wm_technician_sales_write role, you can create opportunities before starting a task or while the task is in progress.

    Procedimento

    1. Open the ServiceNow Agent application.
    2. Create a sales opportunity.
      FromDo this
      My Work
      1. Tap My Work.
      2. In the My Tasks section, select the relevant work order task.
      3. Tap Overflow action overflow action icon icon.
      4. Tap Create opportunity.
      My Work
      1. Tap My Work.
      2. In the My Tasks section, select the relevant work order task.
      3. In the Related tab, tap Create opportunity.
      Sales
      1. Tap Sales.
      2. Tap Create opportunity.
      When the Create Opportunity form appears, a few fields will be auto-populated.
    3. On the form, fill in the fields.
      Tabela 1. Create opportunity
      Field Description
      Short Description Enter a brief description of the opportunity.
      Work order task Work order task number is auto-populated if the opportunity is based on the work order task. This field becomes optional to create an opportunity without a work order task.
      Account Enter customer account reference.
      Contact Enter the customer contact reference.
      Sales cycle type Enter the type of sales cycle (e.g., Newcust, Renew, Upsell). The default value is Upsell.
      Stage Enter the stage of the opportunity (e.g., Qualify, Develop, Propose, Negotiate, Closed-Won, Closed-Lost). The default value is Qualify.
      Rating Set the rating (e.g., Hot for top rating). The default value is Hot.
      Calling allowed Option to allow calls. By default, the option is enabled.
      Email allowed Option to allow emails. By default, the option is enabled.
      Sharing allowed Option to allow share. By default, the option is enabled.
    4. Tap Submit.
      The opportunity is created and appears in the Sales tab. If associated with a work order task, it also appears in the Related tab.
    5. Add a product to the opportunity.
      1. Tap Add line on the created opportunity.
      2. In the Product offering field, select the product.
      3. In the Quantity field, enter the quantity.
      4. In the Unit of measure, select the unit.
      5. Tap Submit.
        The product line item is added to the opportunity.

    Resultado

    Tap the opportunity in the Related tab to view the details and Activity stream of the line items.