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Video: How to Create a New Opportunity in Salesforce: Made Simple!

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Salesforce

This video discusses how to create a new opportunity in Salesforce in a simplistic manner so that your team will understand how to progress forward with your company’s opportunities.

This video is part of our Salesforce learning center. Find more like it here.

Creating a New Opportunity in Salesforce in 4 easy steps

Opportunities are contracts or accounts that you have already worked with and entered into the sales cycle. The opportunities feature in Salesforce, simply, allows you to observe every part of the process for this particular opportunity.

Below are the 4 simple steps needed to create a new opportunity in Salesforce…

  1. From the Sales home page using the Salesforce Lightning Experience, navigate to the Opportunities tab on the top of the screen.