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Create or edit an opportunity

An opportunity is a lead who is now almost ready to buy—in other words, it's a deal that you're ready to win.

At this point in the sales process, you're most likely in either the Develop or Propose stage. More information: Nurture sales from lead to order

On this page:

Create an opportunity

Edit an opportunity

Additional considerations

Tips and tricks

Typical next steps

Create an opportunity

If you're following the sales process from start to finish, you qualify a lead to turn it into an opportunity. More information: Nurture sales from lead to order

If you want to create an opportunity without first creating a lead, do the following:

  1. Go to Sales > Opportunities. (How do I get there?)

  2. Choose New.

  3. In the Summary area of the Lead screen, type your lead's company and contact information.

  4. In the Details area of the Lead screen, type information about your lead's industry and preferred contact method.

  5. Add any notes and activities (for example, phone calls or emails) related to this lead. More information: Keep track of notes, tasks, calls, or email with activities

  6. To add stakeholders, in the Stakeholders area, choose +.

  7. To add sales team members, in the Sales Team area, choose +.

  8. To add competitors, in the Competitors area, choose +.

  9. To add products, in the Products area, choose +.

  10. To add a quote, in the Quotes area, choose +. More information: Create or edit a quote

  11. Choose the Save button on the bottom right of the screen.

Edit an opportunity

  1. Go to Sales > Opportunities. (How do I get there?)

  2. Choose the opportunity you want to edit.

  3. Add any extra details you have about your lead.

  4. Choose the Save button on the bottom right of the screen.

Additional considerations

  • A way that might help you increase your sales is to add all products that your customer might need. Your CRM system might offer product bundles or product families to make it easier for you to choose products for upsell and cross-sell.

  • Be sure to add all stakeholders for your project. A stakeholder is anyone who should participate in, review, or approve your proposed solution.

  • If other people in your organization are working on this sale, be sure to add them as sales team members.

  • Nurture your opportunities through a CRM marketing campaign. More information: Get started with CRM marketing

 
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