How to Create an Opportunity in Salesforce
In Salesforce, an opportunity is a sale or a potential sale you want to track.
There are four types of opportunities in Salesforce:
An opportunity is always associated with an account, so the best way to create a new opportunity is to start from its account.
This is your best guess as to when the sale might close.
This should be your best guess as to the amount the opportunity will close for.
Salesforce saves the opportunity.
Now, there can often be several contacts involved in a sale, such as decision makers, influencers, and buyers. You can add these contacts to an opportunity in the Contact Roles list--here’s how.
Salesforce adds the contacts to the opportunity.