Skip to content
Opportunity Management › Lead and opportunity apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add and view the details of an opportunity

Use the Details tab to add and view information about your opportunity, including the source and competitor.

Before you begin

Role required: sales_agent

Procedure

  1. In the CSM Configurable Workspace, select the List
Image omitted: list-outline-24.svg
view.

  1. Navigate to Opportunity > All and select your opportunity.

  2. Fill in the information on the Details tab.

    For more information, see Opportunity details form.

  3. Select Save.

What to do next

Use the Product Catalog tab to add products to your opportunity.

Parent Topic:Using Opportunity Management

Related topics

Install and configure Opportunity Management

Opportunity Management