How to Create an Opportunity

Learn more about what an opportunity is and how to create one.

On this page:

What is an opportunity?

How to create an opportunity

How to create an opportunity on the Dashboard

What is an opportunity?

Opportunities are a place where you can capture, store, and share information about a potential sale before you begin working on a presentation/estimate/sales order. 

Your opportunity (project overview) includes details about your project, like the:

• Project name
• In-Hands date
• Budget
• Event type
• Initial client contact
• Client rep
• Order rep
• Project template
• Notes/tasks

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How to create an opportunity

You automatically create a new opportunity when you create a project.

To convert your opportunity to a sales form

1. Click Actions > Select Create Presentation, Create Estimate, or Create Sales Order

How to create an opportunity on the Dashboard

To create an opportunity from either your Sales, Production, Finance, or Management Dashboards:

1. Click New Project in the top right corner.
2. Select a pre-existing client from the drop-down list, or click + New Client at the bottom of the drop-down to add a new client to commonsku
   1. If you are adding a new client (optional):
      1. Type the client's name
      2. Select their industry from the drop-down menu
      3. Click Create Client
3. Enter a Project Name
4. Select an Event Type from the drop-down
5. Select O (Opportunity) as your Starting Stage
6. Click Continue

7. Select a Client Contact from the drop-down, or click + New Contact at the bottom of the drop-down to create a new contact 

   1. If you are adding a new contact (optional):
      1. Enter all required contact details - required fields are indicated by a *

      2. Click Create

1. Enter a budget for the order
2. Select an in-hands date
3. Click Done

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