Manage Your Opportunities

Create, share, clone, and move your opportunities through your sales process.

Note Chatter Only users don't have access to opportunities.

• Considerations for Creating and Updating Opportunities
  Review considerations for creating and updating opportunities.
• Considerations for Cloning Opportunities
  Review considerations for cloning an opportunity with or without its related contact roles, products, and product (line item) schedules.
• Things to Know About Sharing Opportunities
  Review considerations for sharing opportunities. By sharing your opportunities, you can give visibility into your pipeline to others who can provide important information to help you close deals.
• Move an Opportunity to the Next Stage
  Update your deal as it moves closer to closing. Accurate stage information is important for forecasting, reporting, and ultimately meeting your quota.
• Opportunity History
  Two related lists show changes to the fields on an opportunity record: One tracks field history, and the other tracks changes to the opportunity stage.
• Things to Know About Deleting Opportunities
  Review considerations for deleting opportunities.
• Schedule Reminders to Update Opportunities
  To ensure that your team is keeping their opportunities up to date, create an email containing a report of your team’s open opportunities. Schedule automatic reminder emails to your direct reports.
• Considerations for Scheduling Opportunity Update Reminders
  Review considerations for scheduling opportunity update reminders.
• Guidelines for Finding Similar Opportunities
  Close your deals faster by taking advantage of the rich information contained in successfully closed deals that are similar to yours. Here are some guidelines to help you find the opportunities that help you close your deals.