Creating Opportunities

In Snapforce CRM you can create Opportunities by:

  • Entering data in the Opportunity details form: You can manually fill in the Opportunity details gathered from various external sources.
  • Importing Opportunities from external sources: You can import Opportunities directly from a CSV spreadsheet.
  • Converting Leads: On lead conversion, contacts, accounts and opportunities can be created.

Note

When creating Opportunities there are multiple required fields they include: Opportunity Name, Account Name, Expected Close Date, Stage; all of which need a value before saving.