Create an opportunity
Create a new product opportunity in the Opportunity Management application by entering the details, such as account, sales stage, sales cycle type, and deal size.
Before you begin
Role required: sales_agent
Procedure
- In the CSM Configurable Workspace, select the List
Image omitted: list-outline-24.svg
view.
view.
In the Opportunity - All list, select New.
The Create new opportunity dialog box opens.
Use the following table to fill in the information.
| Fields | Description |
|---|---|
| Short Description | Fill in a short description for the opportunity. |
| Estimated Deal Size | Amount of potential opportunity. |
| Account | Provide account information. |
| Consumer | Select a consumer. |
| Deal type | Indicates the type of deal associated with the opportunity:- Direct: The seller engages directly with the customer, with no intermediary partner involved. - Indirect: The seller engages the customer through an intermediary, such as a reseller, service provider, or distributor. |
| Stage | Enter a stage of the opportunity. For example: Qualify, Develop, Propose, Negotiate, Closed- Won, or Closed- Lost. |
| Route to market | Identifies the exact sales channel used to execute the deal:- Direct - Reseller - Service Provider - Distributor |
| Sales Cycle Type | Enter the type of sales cycle during the creation of the opportunity. For example: NEWCUST, RENEW, or UPSELL. |
| Contact | Fill in the primary contact information associated with the opportunity. |
| Channel partner | An external organization involved in selling, influencing, or supporting an opportunity as part of an indirect sales. |
Select Save to save the opportunity and Close to return to the main Opportunities window.
Select Refresh
Image omitted: icon-refresh.png
to see the new opportunity in the list.
to see the new opportunity in the list.
What to do next
Start adding more information to your opportunity. To learn more, see Add and view the details of an opportunity.
Parent Topic:Using Opportunity Management
Related topics