Add a new Parent Opportunity in one of two ways:

• In the Opportunities tab of a Contact or Household.
  
• In the Opportunities workspace.
  

Click the Add button and select Parent Opportunity. Then select the template you want.

Fill in the fields you need:

Detail Tab

• Description – The name of the opportunity. This should include enough detail to tell it apart from other opportunities in a list.
• For – The Household or Contact this opportunity is for.
• Owner – The User in charge of managing this opportunity. The opportunity workspace has a default filter to show you all opportunities you own. This is the field that determines that.
• Campaign – Use this field to connect this opportunity to a campaign, if it came from one.
• Stage – The progress of the opportunity towards closing.
• Probability – How likely this opportunity is to close. This field is used for long term budgets.
• Expected Amount – How much the opportunity is potentially worth.
• Expected Close – The due date of the opportunity.
• Priority – How important this opportunity is compared to other ones.
• Overview – Enter the full details of the opportunity here.

Products Tab

Click Add to add a product.

Choose the type of Product, then select the name of the one you want to add.

Team Tab

Add Users or a Coverage Group to the opportunity.

Check all assigned Users to make sure they have been assigned a role.

Use the Edit button to assign a User a role if it is missing one.

Contacts Tab

Click the Add button to add any additional Contacts or Households in this tab.