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Video Tutorial

This article will guide you through the process of creating a new opportunity. By following these steps, you’ll be able to successfully add a new opportunity to your account. Step 1: Begin by clicking on the Add button. Opportunities overview showing count, total value, and columns Step 2: If a customer requests the addition of new agents, select the account that has made this request. New Opportunity panel with name, account, amount, stage, type, close date, and owner New Opportunity panel with name, account, amount, stage, type, close date, and owner Step 3: Enter the name of the opportunity and specify the value. In this example, we’re adding agents for the customer. New Opportunity panel with name, account, amount, stage, type, close date, and owner New Opportunity panel with name, account, amount, stage, type, close date, and owner Step 4: If you’re not filling out the stage or other details, assign the opportunity to yourself. New Opportunity panel with name, account, amount, stage, type, close date, and owner New Opportunity panel with name, account, amount, stage, type, close date, and owner Step 5: When you attempt to create an opportunity without completing all mandatory fields, you’ll receive an error message. New Opportunity panel with name, account, amount, stage, type, close date, and owner Step 6: To resolve this, fill in the Stage field. As this is a discovery call, enter “discovery” in the details section. New Opportunity panel with name, account, amount, stage, type, close date, and owner New Opportunity panel with name, account, amount, stage, type, close date, and owner Step 7: Specify the type of opportunity. In this case, it’s an expansion opportunity. New Opportunity panel with name, account, amount, stage, type, close date, and owner New Opportunity panel with name, account, amount, stage, type, close date, and owner Step 8: Set the expected closing date. If you’re familiar with the customer, give them a couple of weeks and mark this as the expected date. New Opportunity panel with name, account, amount, stage, type, close date, and owner New Opportunity panel with name, account, amount, stage, type, close date, and owner New Opportunity panel with name, account, amount, stage, type, close date, and owner Step 9: Click on Create to finalize the new opportunity. New Opportunity panel with name, account, amount, stage, type, close date, and owner Opportunities overview showing count, total value, and columns Once the opportunity is created, a pop-up notification will appear and the opportunity will be visible in the open section. Opportunities overview showing count, total value, and columns And that’s it! You’ve successfully created a new opportunity. Thank you for following along.