Edit

Create or edit opportunities

Create an opportunity when your lead is almost ready to buy. With an opportunity, you can forecast sales revenue, set a potential close date, and factor in a probability for the sale to occur.

How to create an opportunity

Use one of the following methods to create an opportunity:

  • Convert a lead to an opportunity, if the opportunity originated from a lead. In this case,
    • Information from the lead record is copied to the opportunity.
    • The lead and opportunity records are linked. All the activities and notes in the lead record also becomes available in the corresponding opportunity record.
  • Create an opportunity from scratch if it didn't originate from a lead.

Create a new opportunity

Create an opportunity with the details you have. You can update the opportunity as you progress through the different stages of the opportunity - Qualify, Develop, Propose, and Close.

To create an opportunity:

  1. In the Sales Hub site map, select Opportunities.

  2. On the command bar, select New.

  3. In the Summary tab, capture important details about the opportunity. The following list describes fields that require explanation:

    • Topic: Specify a brief summary of the opportunity. Include details such as the product, quantity, and customer name. A well-written topic helps your stakeholders spot the opportunity by just glancing through the opportunity list. Example: 125 CRM licenses for Contoso inc.
    • Currency: Select the currency to use for calculating money values in the opportunity.

      Note

      • Your base record and all its line items must use the same currency. For example, if your opportunity has the currency set to US Dollars, you must use the same currency for the price list items that you add to the opportunity. You can't change the currency of the base record (in this case, an opportunity), unless you remove all the list items associated with the record.
      • Similarly, all the records created from an opportunity, such as a quote, order or invoice must use the same currency as the opportunity.

  4. If you're not yet ready to add products to the opportunity, you can specify the estimated revenue. Select the pull-down menu after the Owner name at the top-right corner of the opportunity and update the estimated revenue and estimated close date as shown in the following screenshot: Screenshot of the estimated revenue and close date update menu.

    Note

    When you're ready to add products, you can choose to auto-calculate the revenue based on the products added, price list, discounts and so on.

  5. Select Save.

Copy an opportunity (preview)

[This section is prerelease documentation and is subject to change.]

You can copy an opportunity to quickly create repeat deals by duplicating existing opportunities. This method saves time on data entry, ensures consistency across related deals, and lets you review and modify key details before saving. For example, if you close a deal with a customer and want to create a follow-up opportunity with similar terms, you can copy the original opportunity, update the relevant fields (like dates and amounts), and create a new deal in seconds instead of manually re-entering all the information.

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

  1. Open an existing opportunity, or go to the opportunity grid view and select a single opportunity.

  2. On the command bar, select Copy opportunity.

    Note

    The Copy opportunity button appears only when:

  3. Review the new opportunity.

    The following table shows what gets copied initially, what gets copied after save, what gets reset, and what's not copied:

    Category Details
    Copied initially - Account, primary contact, and currency
    - Estimated value, budget, description, purchase timeframe, and ratings
    Copied after save - Every product line item (quantity, pricing; inactive products skipped)
    - Every stakeholder connection, role, and description
    - All custom fields (including hidden and off-form fields)
    Reset to default values - Status -> Open
    - Sales process stage -> first stage
    - Owner -> user initiating the copy
    - Created and modified timestamp -> current date and time
    - Actual close date -> blank
    - Actual revenue -> blank
    - Competitor -> blank (when copying lost deal)
    Not copied - Activities
    - Notes and attachments
    - Quotes
    - Orders
    - Invoices
    - Timeline

  4. Save the opportunity and verify that all items are copied as shown in the preceding table.

  5. Review the Timeline section to know which fields are copied, which fields are reset, and which products are skipped.

Typical next steps

Find and add multiple products to an opportunity
Add stakeholders, sales team, and competitors for the opportunity
Move the opportunity through different stages

Can't find the feature in your app?

There are a few possibilities:

  • You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
  • You don't have the necessary security role to use this feature.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.
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