How to Create- New Sale
Ways to Start a New Opportunity
If you are converting a lead, the opportunity will be created automatically so no need to make another On the account page, under related at the top, click New under opportunities Under the contact you are working on, click Related, scroll to opportunities, and click New
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Filling Out an Opportunity
Select New Sale as your record type and click next. Complete the opportunity top down. Create a short name for the opportunity. Too much text in the name will not work in the system Add the Close date and Stage that your opportunity corresponds with To Pricebook Location , add your country code based on your global region Answer Under Construction/Renovation status for the property you are signing
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