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
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In the CSM Configurable Workspace, select the List
view.
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In the Opportunity - All list, select New.
The Create new opportunity dialog box opens.
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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. |
-
Select Save to save the opportunity and Close to return to the main Opportunities window.
-
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 Viewing the details of an opportunity.