Creating a New Opportunity

You can use the Create Opportunity smart action to create new opportunity records for your account. After you create them, you edit and manage the leads from within the Oracle Redwood Sales system. The process for creating an opportunity varies slightly depending on whether you are creating it at the Oracle Fusion account or the billing account level.

See the Using Sales in the Redwood Experience Guide for additional information about working with opportunity records.

Create an Opportunity for an Oracle Fusion Account

To create an opportunity for an Oracle Fusion account:

1. Access Account 360 for your account.
2. In the Smart Action bar in the header, type and then select Create Opportunity.
3. The system opens the Create Opportunity drawer on the right of the screen.
4. Complete the following fields:
   • Business Unit ID: This field is automatically populated based on the account you are viewing, but you can select a different value from the drop down options.
   • Name
   • Account: This field is automatically populated based on the account you are viewing, but you can select a different value from the drop down options.
   • Primary Contact: This field is automatically populated based on the account you are viewing, but you can select a different value from the drop down options.
   • Sales Method: This field is automatically populated based on your Redwood Sales settings, but you can select a different value from the drop down options.
   • Sales Stage: This field is automatically populated based on your Redwood Sales settings, but you can select a different value from the drop down options.
   • Win Probability
   • Close Date
   • Currency
5. Click Create.
6. The system opens the opportunity in Oracle Redwood Sales, where you can edit and update the record.
7. When you are done, save your changes and use your browser back button to return to Account 360.

Create an Opportunity for a Billing Account

To create an opportunity for a billing account:

1. Select a billing account from Account 360.
2. From the Action menu, type and then select Create Opportunity.
3. The system opens the Create Opportunity drawer on the right of the screen.
4. Complete the following fields:
   • Business Unit ID: This field is automatically populated based on the account you are viewing, but you can select a different value from the drop down options.
   • Name
   • Account: This field is automatically populated based on the account you are viewing, but you can select a different value from the drop down options.
   • Primary Contact: This field is automatically populated based on the account you are viewing, but you can select a different value from the drop down options.
   • Sales Method: This field is automatically populated based on your Redwood Sales settings, but you can select a different value from the drop down options.
   • Sales Stage: This field is automatically populated based on your Redwood Sales settings, but you can select a different value from the drop down options.
   • Win Probability
   • Close Date
   • Currency
5. Click Create.
6. The system opens the opportunity in Oracle Redwood Sales, where you can edit and update the record.
7. When you are done, save your changes and use your browser back button to return to Account 360.