• Click the New Opportunity hyperlink.
• Click the Opportunities tab.In the Opportunity home page click the New Opportunity hyperlink.
• Click the Quotes tab. Inthe Quote home page click the New Opportunity hyperlink.
• Under the Create panel inthe Navigation panel select Opportunity fromthe drop-down list.
  Note: The Navigation panelis displayed only if you have not selected the Hide NavigationPanel user preference.

• In the Opportunity Name* box enter a namefor the opportunity.
• From the Lead Origin drop-down list selectthe lead origin for the opportunity. A lead origin is the source fromwhich the lead for the opportunity originated. For example a leadcan originate from a phone conversation trade show Web site andso on.
• In the Success % box enter the probabilityof success (in %). The probability of success (in %) is used to indicatethe opportunity's chances of being successful. For example ifthe opportunity has an equal chance of being a success or a failureyou can enter 50 in the box.
• Click the Search icon adjacent to the OwnerID box to search for the user who has been assigned as the ownerof the opportunity. The User Search dialog box is displayed. Enterthe appropriate search criteria and click Search.The User ID and User Name of the users matching the search criteriaare displayed in the Search Results panel. Selectthe check box adjacent to the user and click Select.Alternatively double-click the User ID columnor click the corresponding User ID hyperlink to select the user. TheUser ID of the user is populated in the Owner ID box.
• Click the Calendar icon adjacent to the AnticipatedClose Date field to select the anticipated close date. This isthe date by which the opportunity is expected to be closed.
• In the Opportunity Value box enter thevalue of the opportunity. The opportunity value is the total amountthat will be earned as revenue if a quote for the opportunity is acceptedby the customer. The currency for the opportunity value is the currencydefined for the enterprise for which you are creating the opportunity.
• Click the Search icon adjacent to the Co-OwnerID box to search for the user who has been assigned as the co-ownerof the opportunity. A co-owner is the secondary owner of an opportunity.The User Search dialog box is displayed. Enter the appropriate searchcriteria and click Search. The User ID andUser Name of the users matching the search criteria are displayedin the Search Results panel. Select the checkbox adjacent to the user and click Select.Alternatively double-click the User ID columnor click the corresponding User ID hyperlink to select the user. TheUser ID of the user is populated in the Co-Owner ID box.

• In the First Name* box enter the firstname of the customer.
• In the Last Name* box enter the last nameof the customer.
• In the MI box enter the middle initialof the customer.
• From the Title drop-down list select thetitle for the customer for example Mrs Dr and so on.
• In the Phone No* box enter the phone numberof the customer.
  Note: The format for thephone number is based on your locale.
• In the E-mail Address* box enter the e-mailaddress of the customer.
• In the Company* box enter the name of thecompany.
• In the Address boxes enter the addressof the customer.
• From the country or region* drop-down listselect the country or region in which the customer resides.
• In the Postal Code box enter the postalcode of the city in which the customer resides.
• In the City box enter the name of the cityin which the customer resides.
• In the State field enter the name of thestate in which the customer resides. Based on the way it is configuredby your administrator the State field is either displayedas a a box or a drop-down list.
  Note: Basedon the configuration the City and State fields areautomatically populated based on the country or region that you selectand the postal code that you enter.
• Select either of the following radio buttons:

  - Commercial: Select this if the address isthe commercial address of the customer.

  - Residential:Select this if the address is the residential address of the customer.

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