---
schema_version: "1"
id: 2302562cbab57233420f0f965f078482e3339a399b31fca30864c5858ed47a6f
title: Create the Opportunity
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_create_the_opportunity.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_create_the_opportunity.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6abb05950e01297666919875274e59bf10555f4e57b9923dbabc9471634e9496
description: "To create the Opportunity on which the master Quote or Order will be based:"
products:
  - Communications
  - Media
  - Energy and Utilities
release: "264"
---
# 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.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required and Optional Fields for Opportunities">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d20958e64">fields</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d20958e67">
                  <p style="margin-bottom:0;">Description</p>
                </th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d20958e64 d20958e67 ">
                  <p style="margin-bottom:0;">Required Fields</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e64 ">
                  <p style="margin-bottom:0;">Opportunity Name</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e67 ">
                  <p style="margin-bottom:0;">Enter the name of the opportunity.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e64 ">
                  <p style="margin-bottom:0;">Close Date</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e67 ">
                  <p style="margin-bottom:0;">Specify the closing date for the opportunity.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e64 ">
                  <p style="margin-bottom:0;">Stage</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e67 ">
                  <p style="margin-bottom:0;">Select the opportunity stage, such as Prospecting.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e64 ">
                  <p style="margin-bottom:0;">Account Name</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e67 ">
                  <p style="margin-bottom:0;">Find and select the account that you want to associate with the
                    opportunity.</p>
                </td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d20958e64 d20958e67 ">
                  <p style="margin-bottom:0;">Optional Fields</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e64 ">
                  <p style="margin-bottom:0;">Amount</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e67 ">
                  <p style="margin-bottom:0;">Enter the revenue amount for this opportunity.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e64 ">
                  <p style="margin-bottom:0;">Next Step</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e67 ">
                  <p style="margin-bottom:0;">Specify any next steps.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e64 ">
                  <p style="margin-bottom:0;">Description</p>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20958e67 ">
                  <p style="margin-bottom:0;">Enter a brief description.</p>
                </td>

              </tr>
            </tbody>
          </table>
4. Save the changes.
    
    The opportunity record is created.