Add and view the details of an opportunity

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

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

    Antes de Iniciar

    Role required: sales_agent

    Procedimento

    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.

    O que Fazer Depois

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