How to Create an Opportunity for an Account in CRM

Overview:

This article provides the step-by-step process on how to create an opportunity in the account.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.

6. Your default view will be displayed. If you’d like to switch, click the view drop-down and select the option you need. You may select All Accounts to display all accounts.

7. To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Once you locate the specific account, click the account name to open the account details. 

9. Scroll down to the Recent Opportunities section.

10. Click +New Opportunity.

11. A new page will load for the New Opportunity details. Input the required information.

12. Click the drop-down arrow beside Save and choose Save & Close to save the opportunity record.