Add a Salesforce Opportunity
An opportunity in Salesforce typically originates with one of your existing customers, such a referral to one of their subsidiaries or partner companies. Salesforce allows you to store, manage, and quickly access information on each of your opportunities, making you a more effective salesperson by helping you track and follow-up with promising opportunities and ultimately close the deal.
The difference between an opportunity and an account is that an opportunity is a lead or referral that comes from one of your company's existing customers whereas an account is a new customer prospect. If a prospect is not a referral from an existing account, add the prospect as an account, rather than an opportunity.
An opportunity is added from the Dashboard once you login to Salesforce.
|A||Create New list||Click on the list arrow , and select Opportunity in the list.|
To quickly add an opportunity and populate only the required fields, click on the Opportunities tab in the Dashboard. A Quick Create section displays in the left Navigation Toolbar, below the Recycle Bin.
You must populate all the required fields (a required field contains a red bar to the left of the field).
|B||Opportunity Name field||Enter the name for the opportunity.|
|C||Account Name list||Click on the Look-up icon to display a window listing the accounts that you have added to Salesforce. Click on the appropriate account name in the list to select it and populate the field. You can also search for an account by entering a few letters of the account name in the Search field and clicking the Go! button.
Important: An opportunity must be linked to an existing account.
|D||Close Date field||Click in the field to display a pop-up calendar, and use it to select the date on which you want to close this opportunity. This date affords you a timeframe for turning this opportunity into an account.
Note: A current date link displays to the right of the field. If you click on the link, the field is automatically populated with the current date
|E||Stage list||Make a selection in the list that best describes your current stage in pursuing the opportunity (e.g., Prospecting, Qualification, Needs Analysis, Value Proposition, ID Decision Makers, Perception / Analysis, Proposal / Price Quote, Negotiation / Review, Closed Won, and Closed Lost).
Note: The option selected in this field automatically populates the Probability (%) field, located directly below the Stage list. An opportunity must be at the Proposal/Price Quote stage (with a probability of 75%), before a contract request can be submitted for the opportunity.
Populate the optional fields for which you have the information.
|F||Save button||Click to add the opportunity.
Note: Use the Save & New button to save the current opportunity and display a screen that will allow you to add another opportunity.
The screen refreshes and displays several categories for which you can provide additional information for the opportunity, as well as create tasks, schedule events, send email messages, and upload file attachments. You can also edit information for the opportunity from this screen.
|H||Opportunity data||The information you provided for the opportunity displays in the Opportunity Detail and Additional Information categories. Review the other categories for which you can provide information for the opportunity, if available.|
|I||Open Activities category||
|J||Activity History category||
|K||Contact Roles category||To add a contact person for the opportunity, click the New button to display a screen that allows you to add a contact for the opportunity, assign a role to the contact person (e.g., Decision Maker), and identify the primary contact person for the opportunity.|
|L||Partners category||To add a partner for the opportunity, click the New button to display a screen that allows you to add a partner for the opportunity. Partners are the companies with which you collaborate to close your sales deals.|
|M||Competitors category||To identify a competitor for the opportunity's business, click the New button to display a screen that allows you to enter information for a competitor, as well as identify their strengths and weaknesses.|
|N||Products category||To identify a product produced by (or associated with) the opportunity, click the Add Product button to display a screen that allows you to search for a product using filters, and then add the product to the opportunity record.|
|O||Notes & Attachments category||
|P||Stage History category||Review the current stage of the opportunity. As the opportunity goes through different stages, additional information is displayed.|