How to Add Opportunity in Salesforce

Quick summary

This demo walks you through adding an opportunity in Salesforce by navigating from the Accounts section and using the New Opportunity form. In just a few clicks, you can create and save a fully tracked sales opportunity linked to an existing account.

Steps

1. Click Accounts on the left-side menu of your dashboard.
2. Open an Account from the accounts list.
3. Scroll down the page and select Opportunities from the options on the right side of the screen.
4. Click New to start creating a new opportunity.
5. Fill in all required details and click Save once done.
6. Your opportunity has now been successfully created in Salesforce.