> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating A New Opportunity

> Step-by-step guide to creating a new opportunity in Statisfy, including setting the stage, type, and expected close date.

## Video Tutorial

<video controls className="w-full aspect-video rounded-xl" src="https://publicassets.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/published_v9/video.mp4" />

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.

![Add button to create a new opportunity](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/1743640c-38f8-4c0b-ab1e-28351955d65c.png)

**Step 2:** If a customer requests the addition of new agents, select the account that has made this request.

![Account selection dropdown](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/9165f0be-a97b-405d-990f-ad1c2ec637ca.png)

![Selecting the account from the list](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/f6a90f52-5267-437c-b6f9-7ad5ed77fc18.png)

**Step 3:** Enter the name of the opportunity and specify the value. In this example, we're adding agents for the customer.

![Entering the opportunity name](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/0a408c10-4403-4dcb-ab1b-da1814ceb5bd.png)

![Specifying the opportunity value](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/821f5d30-027a-4606-8c5c-ee90375619b2.png)

**Step 4:** If you're not filling out the stage or other details, assign the opportunity to yourself.

![Assigning the opportunity owner](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/de93213f-11ea-4905-9435-aabf4f27037f.png)

![Owner assignment confirmed](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/36bbebf8-fc9f-46e0-b2ff-7371b3f8a674.png)

**Step 5:** When you attempt to create an opportunity without completing all mandatory fields, you'll receive an error message.

![Error message for missing mandatory fields](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/41e4ca6a-a3c0-4aaf-aef0-d5c79e6c5499.png)

**Step 6:** To resolve this, fill in the **Stage** field. As this is a discovery call, enter "discovery" in the details section.

![Selecting a stage for the opportunity](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/f427b791-6384-43b4-8608-586cedf694dc.png)

![Discovery stage selected](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/d47325cb-c3d5-4358-b463-593868c4efbd.png)

**Step 7:** Specify the type of opportunity. In this case, it's an expansion opportunity.

![Opportunity type selection dropdown](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/ed458f04-28b3-493a-93e9-da931de1cbad.png)

![Expansion type selected](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/970ebb2b-7f54-459e-a404-fbba16060419.png)

**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.

![Expected closing date picker](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/3e942bb7-d567-40ee-aebf-cc0fabd8b003.png)

![Selecting a date from the calendar](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/11979fcd-6762-46ff-a893-b09b19f161e5.png)

![Close date confirmed](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/6f119b19-b714-4f24-a637-99abd1f89477.png)

**Step 9:** Click on **Create** to finalize the new opportunity.

![Create button to finalize the opportunity](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/de5e1716-3040-43e6-bfe7-e540170bad0f.png)

![Confirming opportunity creation](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/174e7f21-9f34-42c0-919f-648aee306212.png)

Once the opportunity is created, a pop-up notification will appear and the opportunity will be visible in the open section.

![New opportunity visible in the open opportunities list](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/ca19e245-0e0c-4beb-8bef-2d6d6a64336e/5a69e97c-caef-4798-90e9-c95e9fb97c09/images/c6232942-9b8b-4d61-bae5-cf56c0b3880a.png)

And that's it! You've successfully created a new opportunity. Thank you for following along.