---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create an opportunity

# Create an opportunity {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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. |
   | 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. |
   |-|-|

   {#create-new-opportunity__choicetable_urq_rxt_c1c}
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](https://servicenow-prod.fluidtopics.net/U0Yvn30v_YG5HtGSbm8Ufw "Use the Details tab to add and view information about your opportunity, including the source and competitor.").