Create or edit an opportunity

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If you don't see a process flow at the top of your form, use the instructions in the Classic View section. If you see the process flow, use the Updated User Experience section.

1. In the Navigation Pane, under Sales, click Opportunities.

2. In the OPPORTUNITIES group, click New or open the record that you want to edit.

3. In the QUALIFY stage, follow the instructions to create or edit a lead: Create or edit a lead

   Important

   The Qualify stage has one key difference when it is opened to create a new opportunity: The Identify Contact and Identify Account fields will not suggest possible matches. On this form, they function as standard search fields.

4. To save your data as you move from stage to stage, click Next Stage. In the Develop stage, enter data for these fields:

   • Customer Need

     Enter what interests the opportunity, such as specific product requirements.

   • Proposed Solution

     Enter the plan for what your organization can offer the account, such as product details.

   • Identify Stakeholders

     Click to indicate that the record includes information about who at the account will be involved in decision-making.

   • Identify Competitors

     Click to indicate that the record indicates who else the account is considering or might likely consider.

5. In the STAKEHOLDERS section, after the lead has been saved, click the “+” sign to add a stakeholder (key contact at the account). In the box that appears, type a name, or click the Lookup icon to see a list of suggestions. When you have entered the desired name, press the Enter key.

6. Repeat this step in the SALES TEAM section to add a member of the sales team (from your organization).

7. Repeat this step in the COMPETITORS section to add a company that is or could be in competition for this account.

8. To save your changes, click Create in the command bar. If you continue to edit the record, to save, click the Save icon on the lower right.

9. In the Propose stage, enter data for these fields:

   • Identify Sales Team

     Click to indicate that the record includes information about who in your organization will be involved in pursuing the opportunity.

   • Develop Proposal

     Click to indicate that the record includes notes on how the account will be approached (optional).

   • Complete Internal Review

     Click to indicate that people in your organization have reviewed and approved the sales proposal (optional).

   • Present Proposal

     Click to indicate that the sales team has finished presenting the proposal to the account.

10. In the Close stage, enter data for these fields:

    • Complete Final Proposal

      Click to indicate that the sales team has prepared a final proposal, if needed, after presenting the first proposal.

    • Present Final Proposal

      Click to indicate that the sales team has presented any final proposal it might have prepared.

    • Send Thank You

      Click to indicate that the sales team has thanked the account for considering its proposal.

    • File De-brief

      Click to indicate that the sales team has recorded detailed notes on the proposals and the account's responses.

11. To close the opportunity, click Close as Won or Close as Lost.

    Note

    If you want to see posts that are generated automatically in the work area when you create an opportunity, specify at least one of the following: Potential Customer, Contact Last Name, or Company.

1. In the Navigation Pane, click Sales, and then click Opportunities.

2. In the Records group, click New or open the record that you want to edit.

3. In the General section, enter or edit information or observe any noted restrictions or requirements as needed:

   • Topic

     Enter what interests the opportunity, such as specific product details.

   • Potential Customer

     Enter the account or contact associated with this opportunity. This appears on the main opportunities page.

   • Revenue

     If pricing is automated for your company and you have set up a pricelist, select System Calculated. If not, select User Provided.

   • Est. Revenue

     Opportunities with products added to them have their estimated revenue value calculated based on the base price, volume discounts, manual discounts, taxes, and other pricing modifications. When opportunities are saved, Microsoft Dynamics CRM recalculates the estimated revenue value based on any changes to the products or product quantities associated with the opportunity. This appears on the main opportunities page.

   • Probability

     Enter a number from 1 to 100 to indicate the likelihood of a sale occurring.

   • Est. Close Date

     You must use your organization's selected date format, such as 01/01/2006 or 31.12.2005. This appears on the main opportunities page.

   • Currency

     Select the currency in which to calculate the opportunity.

4. In the Line Items section, enter information or observe any noted restrictions or requirements as needed:

   • Price List

     If your company has price lists set up, specify the appropriate price list.

5. Under Information, click Notes & Activities. In the Notes section, add the information that applies to your record.

6. Under Preferences, enter information or observe any noted restrictions or requirements as needed:

   • Owner

     By default this is set to be the creator of the record. Click the Lookup button to search for other records.

   • Originating Lead

     If this opportunity is a converted lead, this field will automatically show that lead record.

   • Source Campaign

     If this opportunity is a converted campaign response, or if this field was set when the lead was created, then this field will automatically show that campaign record. However, you cannot set the Source Campaign field for a completely new opportunity record.

7. Click Save or Save and Close.

Tip

Related Topics Work with Opportunities Managing Opportunities Creating the Product Catalog Requesting User Interface Changes