Add New Opportunity Shortcut

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You can add a new opportunity quickly by using the "New Opportunity Shortcut". Enter the appropriate data into the following fields:

  • Account - Enter the internal ID of the account presenting the opportunity manually, or search for it using the lookup widget.
  • Lead - Enter the internal ID of the lead that initially provided the opportunity manually, or search for it using the lookup widget.
  • Opportunity Name - You may use this field to assign a general name for the opportunity.
  • Initial Stage - Select the appropriate stage of the opportunity at the time you are creating the entry (for example: "Prospect" or "Quoted") from the drop down menu.
  • Estimated Amount - This is your estimate of the monetary value the opportunity will generate.
  • Estimated Close Date - Enter the date you expect to close the opportunity and complete the sale manually, or search for it using the calendar widget.

Clicking the [Create] button will add the opportunity to the My Opportunities/My Teams' Opportunities Screen and will bring up the View Opportunity Screen.



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