Unlimited Data.
Infinite Possibilities.

Looking for B2B data? Download Unlimited data using our Chrome extension at just $79/month.

How to Create an Opportunity in Salesforce Lightning

Updated on:

Here’s how to create an opportunity in Salesforce Lightning to manage deals efficiently:

1. Navigate to Opportunities → Click New.

2. Fill in the Opportunity Name, Account Name, and Closing Date.

3. Provide any additional details if necessary..

4. Select the Stage and Forecast Category.

5. Click Save.

Need accurate B2B data? Get 150M+ verified leads today for smarter prospecting.

Don't forget to share this post!

Check out our other blogs!