PREPARE DATA FOR OPPORTUNITY



Before you create an opportunity, ensure that it contains necessary data:

 

Create accounts, contacts, and leads.

 

You can create an opportunity for an existing account or contact, or convert a qualified lead into an opportunity.

 

Each opportunity must be associated with one account or a contact.

 

Qualify a lead for an opportunity by using your company’s lead qualification criteria.

 

 

The opportunity record will be saved and added to the 'Opportunities' interface.