Creating an opportunity for a new customer

You can create an opportunity for a new customer whose records do not exist in the system. For example, if you learn from a source that a business organization is looking to purchase computers on a large scale for its new operations in a region, you can create an opportunity for that organization. You can later use that opportunity to present quotes for computers to that organization.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Opportunities.
3. In the Opportunities home page, click + New Opportunity.
4. The Select Enterprise dialog box is displayed. From the Enterprise* drop-down list, select the enterprise for which you want to create the opportunity, and click Select.
   Note: The Select Enterprise dialog box is displayed only if you have access to multiple enterprises.
5. The Create Opportunity screen is displayed. In the Create Opportunity panel, enter the appropriate information. The following table describes the fields displayed in the Create Opportunity page:

   Field	Description
   Enterprise*	The enterprise for which you want to create the opportunity.
   Opportunity Name*	The name of the opportunity.
   Opportunity Value	The opportunity value is the total amount that will be earned as revenue if a quote for the opportunity is accepted by the customer. The currency for the opportunity value is the currency defined for the enterprise for which you are creating the opportunity.
   Lead Origin	A lead origin is the source from which the lead for the opportunity originated. For example, a lead can originate from a phone conversation, trade show, web site, and so on.
   Success %	The probability of success (in %) is used to indicate the opportunity's chances of being successful. For example, if the opportunity has an equal chance of being a success or a failure, you can enter 50 in the box.
   Owner ID	The identifier of the user who is assigned as the opportunity owner. By default, the user who is creating the opportunity is automatically assigned as the owner of the opportunity. You can search for the user who has been assigned as the owner of the opportunity by clicking the Search icon.
   Co-Owner ID	The identifier of the user who is assigned as the co-owner of the opportunity. A co-owner is the secondary owner of an opportunity. You can search for the user who has been assigned as the co-owner of the opportunity by clicking the Search icon.
   Anticipated Close Date	The date by which the opportunity is expected to be closed.

6. In the Customer panel, select the New Customer radio button, and then depending on the Customer Type, select either the Business radio button or the Consumer radio button.
7. Click Save.
   Note: * indicates that the field is mandatory.

   The Opportunity Details screen with the details of the newly created opportunity is displayed.