Create an Opportunity from an Incident

During the course of working with customers, you might discover information that makes them potential customers for other services and products your organization offers. In those cases, you can create opportunities and send them to the sales department for evaluation and follow-up.

The workspace you use to create an opportunity from an incident may be different depending on your profile and any custom workspaces defined by your administrator.

1. From an open incident, click New Opportunity.
2. To edit any information for the opportunity, enter the field information described in Edit Key Opportunity Fields.
3. Click Save.