CREATE AN OPPORTUNITY

To create an opportunity, choose SALES >> OPPORTUNITIES from the sitemap.

Create opportunity

Select NEW from the ribbon (top left) and then enter as much information as you have.

Adding stakeholders to an opportunity

As you work on converting an opportunity into a closed sale, fill in fields with data as you go, including adding key stakeholders and decision makers who can help you win the business.

  1. Open the opportunity.
  2. In the Stakeholders section, choose the Add button , and then select the person’s name.
  3. From the drop-down list, select the person’s role.