Create the Opportunity

To create the Opportunity on which the master Quote or Order will be based:

1. From the App Launcher, find and select Opportunities.
2. In the Opportunities tab, click New.
3. Enter these information in the fields which reflect.

   fields	Description
   Required Fields
   Opportunity Name	Enter the name of the opportunity.
   Close Date	Specify the closing date for the opportunity.
   Stage	Select the opportunity stage, such as Prospecting.
   Account Name	Find and select the account that you want to associate with the opportunity.
   Optional Fields
   Amount	Enter the revenue amount for this opportunity.
   Next Step	Specify any next steps.
   Description	Enter a brief description.

4. Save the changes.

   The opportunity record is created.