How to create new Opportunity in salesforce : In this salesforce tutorial we are going to create new opportunity in salesforce. In our previous crm salesforce training tutorial we have learned how to create new email template in salesforce.
Opportunities plays major role in an organization because they represents sales and potential sales. Opportunities may have quotes, proposals and orders.
Creating opportunity takes place when a customer contacts salesperson for a product and interested to purchase the product. Then salesperson creates an opportunity with Account information, address information and additional information. This opportunity is linked to campaigns to increase the effectiveness of the sales in a company.
How to create new opportunity in salesforce.
To create new opportunity in salesforce go Opportunity tab.
Select opportunity as shown above and select new button.
To create new opportunity in salesforce some required fields are to be entered. Required fields like Opportunity name, Close date, stage and the remain fields are not required field they may entered or may not be entered.
Enter Opportunity name, close date, account name, opportunity stage. You may also enter additional information and description information.
After saving the opportunity we are taken to detailed view of the opportunity observe the field as shown above. While creating opportunity in salesforce we can include stage and probability fields to estimate the likelihood of the completing a successful sales. The probability for various stages can be set by administrator.
opportunity have been successfully created