Creating opportunity

DMF 010201 PROSPECTING OPPORTUNITY NEW
1 From the search screen of the Pipeline menu, click on:
  • + Opportunity at the right of the screen, or
  • A pipeline stage at the bottom of a column in Kanban view.

The creation form for the object opens on the right in a side panel.

2 Specify the creation form.

Reference

For more information about the creation form fields, refer to Creating opportunities.

3 Click on Save.

Depending on the selected stage and the required fields set up for the stages, a window opens with the fields that must be completed in order to add the opportunity to the selected stage.

Reference

To define the required fields for each stage, refer to Defining required fields for opportunity stages.

4 Specify the required fields set up for the corresponding stages. If the opportunity goes through multiple stages at once, the required fields specific to each stage are gathered in the window.
5 Click on Save.

The opportunity is created. The card of the opportunity is added to the selected stage.