How To Create An Opportunity In Salesforce

How To Create An Opportunity In Salesforce

1. Log In: Access your Salesforce account.
2. Navigate to Opportunities: Click on the "Opportunities" tab in the main menu.
3. Click New: Select the "New" button to create a new opportunity.
4. Fill in Details: Enter the opportunity name, close date, and stage.
5. Select Account: Choose the related account for the opportunity.
6. Add Amount: Input the expected revenue for the opportunity.
7. Set Probability: Adjust the probability percentage based on the stage.
8. Include Description: Add any relevant notes or details about the opportunity.
9. Save: Click the "Save" button to finalize the creation of the opportunity.