You are here:
Create an Opportunity
An opportunity represents a sale or pending deal. New business and some endorsement (mid-term adjustment) quotes are created from opportunities.
Opportunities are an integral part of the quoting process. An Opportunity must exist to create a quote. When an opportunity becomes a quote or policy, information from the opportunity moves forward to the quote or policy record.
- On the Opportunities tab, click New.
-
Enter the following required information:
-
Price Book: You cannot add products to a quote if there is no Price Book selected.
-
Opportunity Name: The name of the opportunity you're creating.
-
Close Date: The date on which you plan to close the opportunity.
-
Stage: The current stage of the opportunity.
See Opportunity Fields to learn more about the other available fields.
-
- Click Save.
