Create or edit an opportunity (Sales)

Dynamics CRM 2016
 

Updated: November 1, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

An opportunity is a lead who is now almost ready to buy—in other words, it’s a deal that you’re ready to win.

At this point in the sales process, you’re most likely in either the Develop or Propose stage. More information: Nurture sales from lead to order (Sales)

On this page:

Down arrow buttonCreate an opportunity

Down arrow buttonEdit an opportunity

Down arrow buttonAdditional considerations

Down arrow buttonTips and tricks

Down arrow buttonTypical next steps

If you’re following the sales process from start to finish, you qualify a lead to turn it into an opportunity. More information: Nurture sales from lead to order (Sales)

If you want to create an opportunity without first creating a lead, do the following:

  1. Go to Sales > Opportunities.

  2. Choose New.

  3. In the Summary area of the Lead screen, type your lead’s company and contact information.

  4. In the Details area of the Lead screen, type information about your lead’s industry and preferred contact method.

  5. Add any notes and activities (for example, phone calls or emails) related to this lead. More information: Keep track of notes, tasks, calls, or email with activities

  6. To add stakeholders, in the Stakeholders area, choose +.

  7. To add sales team members, in the Sales Team area, choose +.

  8. To add competitors, in the Competitors area, choose +.

  9. To add products, in the Products area, choose +.

  10. To add a quote, in the Quotes area, choose +. More information: Create or edit a quote (Sales)

  11. Choose the Save button on the bottom right of the screen.

  1. Go to Sales > Opportunities.

  2. Choose the opportunity you want to edit.

  3. Add any extra details you have about your lead.

  4. Choose the Save button on the bottom right of the screen.

Be sure to add all stakeholders for your project. A stakeholder is anyone who should participate in, review, or approve your proposed solution.

  1. Open the opportunity.

  2. In the Stakeholders section, click Add a record button, and then select the person’s name.

  3. From the drop-down list, select the person’s role.

    Shows selecting stakeholders in Dynamics 365

  • A way that might help you increase your sales is to add all products that your customer might need. Your Dynamics 365 system might offer product bundles or product families to make it easier for you to choose products for upsell and cross-sell.

  • If other people in your organization are working on this sale, be sure to add them as sales team members.

  • Nurture your opportunities through a Dynamics 365 marketing campaign. More information: Get started with in-app marketing (Sales)

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