Guidelines to create an opportunity - A step-by-step guide
1. Go to the Customers module
![Click on Customers](https://images.tango.us/workflows/aaeed1ed-be26-41dc-8584-104c70aa29aa/steps/66ebad97-00cf-470b-acc5-b3382f3d9d93/123fe2f6-509e-4631-8a2a-f57ea7011f4b.png?mark-x=577&mark-y=845&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04OCZoPTczJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Opportunities…](https://images.tango.us/workflows/aaeed1ed-be26-41dc-8584-104c70aa29aa/steps/e2ca176a-2a4f-4b93-9d1f-495f14767f1b/7f1b917f-2c0a-4906-9ed2-81f00e8643a2.png?mark-x=5&mark-y=330&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
3. Select an existing opportunity board or you can create a new board.
![Click on Union NJ - Fundraiser…](https://images.tango.us/workflows/aaeed1ed-be26-41dc-8584-104c70aa29aa/steps/8016f204-fee2-4578-86bf-91b987ed4249/045a88ad-4c62-4795-a0aa-5a943e01fea1.png?mark-x=586&mark-y=210&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNDcmaD0zNTMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
4. Click on the 'Add' icon on top right to add a new Opportunity/Lead Card.
![Click on basic:icon-ico-add](https://images.tango.us/workflows/aaeed1ed-be26-41dc-8584-104c70aa29aa/steps/a7b2adf8-432c-4cc6-add3-99312e632624/828a11e6-1b8d-4782-bdf2-84e682f1f2c7.png?mark-x=1315&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
5. Enter the Opportunity title, customer name, and select the sales agent for the opportunity
![](https://jacktrade.co/wp-content/uploads/sites/3/2024/01/Opportunity.png)
6. Enter the potential opportunity amount in the designated field of potential opportunities.
![Click on Potential Opportunity](https://images.tango.us/workflows/aaeed1ed-be26-41dc-8584-104c70aa29aa/steps/d084e89f-e16d-4770-b868-68ad1d7ac9d6/538c7478-e03f-499b-bf87-f1d7996f1b47.png?mark-x=18&mark-y=457&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04MzgmaD01MiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
7. Select the forecast close date. This date is really to set the date by which you would like to close this opportunity.
![Click on dropdown trigger](https://images.tango.us/workflows/aaeed1ed-be26-41dc-8584-104c70aa29aa/steps/e4893b7a-9b8c-4bd7-8d28-ad76a575b873/73b4eaf3-df7d-4e9d-a16b-c949c2472ec7.png?mark-x=18&mark-y=522&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04MzgmaD01MiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
8. Enter the additional prospect info like customer type, associated service type, source of the lead, contact rating, etc. These fields are optional.
![Click on Additional Prospect Information](https://images.tango.us/workflows/aaeed1ed-be26-41dc-8584-104c70aa29aa/steps/7c9a1400-f9b9-4c99-b330-e08cb70c094f/b3ad3b54-1a17-45fc-a2a7-515ab7779fe8.png?mark-x=19&mark-y=316&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04MjQmaD0zNjImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
9. Input additional opportunity details such as deal priority and win chance. You can also attach a quote or job, link another opportunity, and assign labels. Again additional opportunity information is also optional.
![Click on Additional Opportunity Information](https://images.tango.us/workflows/aaeed1ed-be26-41dc-8584-104c70aa29aa/steps/94557836-aaf5-4d61-8224-c575fb6aab46/248406ad-c9ac-4e22-b0bb-4f8a9fb3c4b4.png?mark-x=19&mark-y=336&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04MjQmaD01ODImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
10. Click on 'Save' on the top right to add the opportunity.
![Click on Save](https://images.tango.us/workflows/aaeed1ed-be26-41dc-8584-104c70aa29aa/steps/490cf883-fcfc-494b-94aa-31807c757713/d0cd4896-2420-4de9-8aa1-1b958cba8bb7.png?mark-x=1315&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)