Create Opportunity
How to Create an New Opportunity
1. Select Opportunity from the Object Navbar.
2. Click on New Opportunity Button from the Action bar.
A new Opportunity form is opened and some default fields are pre-populated. The form is organized by section, Opportunity information, Other information, Subscription information and Line Items (if Subscription is enabled)
3. Opportunity name and Sales stage are all mandatory fields by default. Probability is tied-up with the selected Sales stage and will be populated accordingly. Required fields are denoted by (*) asterisk.
4. Click the drop-down and select an Account. Account Name is mandatory. Contact name is not mandatory.
5. Enter values for Opportunity-related system-defined fields such as Category, Type and Dates.
6. Enter Opportunity Value and Cost. You may leave Opportunity Value blank if you are entering Line Items as this will be computed automatically.
Weighted Value and Profit will be computed accordingly.
7. Enter values user-defined fields, if applicable.
8. Enter values for Comments, if desired.
9. Continue with Line Items as needed. Click this link on How to Add Line items.
10. Click on Save on the action bar, to save.
How to Add Line Items
1. At the bottom of the Opportunity form, on Subscription details section, set a Start date and End date. This will automatically set the Term (months).
The term is computed using 12 months as base month for full term computation.
2. On the Line Items section, click on Add button and select products from dialog box.
Products can be a combination of Subscription and Non-subscription items.
3. Enter Quantity.
Amount for Subscription items are computed as Quantity x Unit Price x Terms (pro-rated).
Amount of Non-subscription items are computed as Quantity x Unit Price x Full term.
4. Enter the Discount as a percentage.
5. Enter Tax percentage as needed. Tax will be applied to any taxable items on the list.
SubTotal is computed as Subscription item amount + Non-subscription item amount - any discounts
Total is computed as Subtotal + any Tax applied to taxable items.
Opportunity value is refreshed
6. Click Save button to save Opportunity.