Add an Opportunity

This procedure shows you how to add an opportunity.

While most of your opportunities are assigned to you, undoubtedly there are times when you need to add an opportunity to create a record of a customer’s inquiry. When adding an opportunity, all required fields must be filled in before you can save it, including any required fields configured by your administrator. The remaining fields on all tabs can be filled in at a later time.

1. Click File > Opportunity.
2. Complete opportunity fields as described in Edit Key Opportunity Fields.
3. To add detailed information to the opportunity, click the Details tab and complete the information as described in Edit Details Tab Information.
4. To add or edit contact information for the opportunity, click the Contacts tab and complete the information as described in Add or Edit Contact Information.
5. To add or edit note information for the opportunity, click the Notes tab and complete the information as described in Add or Edit a Note for an Opportunity.
6. To add or edit task information for the opportunity, click the Tasks tab and complete the information as described in Add or Edit a Task for an Opportunity.
7. To add quote information to the opportunity, click the Quotes tab and complete the information as described in Add a Quote to an Opportunity.
8. To attach one or more files to the opportunity, click the Attachments tab and follow the instructions described in Browse for a File to Attach to a Record.
9. To view the audit log for the opportunity, click the Audit Log tab and complete the information as described in Audit Logs
10. Click Save.