1. Using Sales in the Redwood User Experience
  2. Create an Opportunity

Create an Opportunity

Opportunities allow organizations to support the full sales process, from leads, to opportunities, to sales. Within opportunities, sales organizations can capture a wide variety of information related to an opportunity, such as customer (account) and the products to be sold.

You can create an opportunity in several ways:

  • Create an opportunity from the home page.

  • Create an opportunity from an account record.

  • Create an opportunity from a lead conversion.

You can also create an opportunity from any opportunity saved search list.

Create an Opportunity from the Home Page

  1. On the home page, click Create Opportunity.

  2. In the Create Opportunity page, enter the opportunity name in the Name field.

    The opportunity name is the only field required to be filled out when creating an opportunity. Note, however, that the name and sales account combination must be unique. In other words, you can't have two opportunities with exactly the same name and associated to the same sales account.

    Screenshot of the Create Opportunity page

  3. In the Accounts drop-down list, select the account that you want.

  4. Select the primary contact for the opportunity. Your selections are filtered by the account you selected.

  5. Change any of the defaulted information.

  6. Click Create.

You can now take any of the available actions on the newly created opportunity (callout 1). For example, you can click Opportunity Details (callout 2) to edit the fields on the opportunity record. In the fold panels area (callout 3), you can view the details (callout 4) for the following opportunity sections:

  • Activities

  • Contacts

  • Products

  • Teams

  • Competitors

  • Leads

  • Partners

  • Deals

Screenshot of newly created opportunity

Create an Opportunity from an Account

By creating an opportunity from the account record, the account information gets entered into the opportunity for you. By starting with the account, you get to review all of the past opportunities and interactions with the customer.

  1. On the home page, click Account.

    The page displays My Accounts, listing all of the accounts where you're on the team or territory.

  2. If you're not sure place your cursor in the search bar and select a different saved search. Selecting All Accounts or deleting all of the filters for a search, lets you search all the accounts you can view.

  3. Enter the name of the account in the Action Bar.

  4. Open the account record from the search results.

  5. In the Action Bar, enter: create opportunity

  6. In the Create Opportunity page, enter an opportunity name change any of the defaulted information.

  7. Click Create.

Create an Opportunity by Converting a Lead

When creating a lead, if the account you're looking for doesn't yet exist in your application, you have the option of either creating the account record or you can store the account name as text. If you store the account name as text in the lead, the account record gets created only when the lead is qualified and converted to an opportunity.

  1. On the home page, click Leads.

  2. Select My Open Leads to list the leads that you own or are a member of the team or territory.

  3. Select the lead that you want to convert to an opportunity and from the actions menu select Convert.

  4. In the Convert Lead section of the page, change any of the defaulted information. For example, the Opportunity Name field defaults to the lead name so you can change this if you want.

  5. Click Submit.

  6. Click Opportunity Detail where you can view and edit the details of your recently created opportunity.