Add New Opportunities to Salesforce - dummies

Add New Opportunities to Salesforce

By Tom Wong, Liz Kao, Matt Kaufman

Before you can begin using Salesforce to close opportunities, first you must get the records into Salesforce. Here are some of the best ways to create opportunities so that they link to the correct accounts, contacts, and other records.

The best method for creating a new opportunity is to start from the relevant account or contact record, which guarantees that the opportunity associates to the correct record, making the opportunity easily trackable. And, if you add the opportunity from a contact, you link both the account and the contact at the same time.

To create an opportunity, go to the relevant Account or Contact detail page and follow these steps:

  1. Select the Create Opportunity option from the Create New drop-down list on the sidebar.

    Alternatively, scroll down the detail page to the Opportunities related list and click the New button. The result is the same. The Edit mode of a new opportunity appears; see the figure. The Account Name field is conveniently filled in for you.

  2. Fill in the fields as much as you can or as required.

    At a minimum, you must complete the required fields. Depending on how you set up your opportunity record, you might have to fill in other required fields, which are highlighted in red.

  3. Click Save when you’re done.

    The Opportunity detail page appears. You can click the Edit button on this page at any time if you need to modify the record.

    If you have the good fortune to need to enter multiple opportunities, one after another, instead of clicking the Save button, click the Save & New button. A new opportunity record appears in Edit mode. You have to fill in the Account Name field, but this technique can save you time.

    Completing opportunity fields.
    Completing opportunity fields.