Create Opportunity

Opportunities are where you will Zebra (ICP) Score, build Business Cases and create Sales Material as you progress through the sales stages.

Note: Users typically will create an account before creating an opportunity

1. Click the large light blue circle icon with the + sign at the bottom right corner of the app and then click on the New Opportunity icon. Alternatively, you can click on the Opportunity screen (left-side nave bar) to open up the slide-out menu and then click on the light blue icon with the + sign at the top. Both will take you to the Opportunity creation wizard.
   
   
   
   
2. Select the Account where you would like to create this opportunity
3. Fill in all remaining fields that are required (required fields have a * symbol)
4. Sales Term is the length of the expected contract (This can also be changed at a later time)
5. Implementation Time is the time from contract closing to the time your customer begins to receive some benefit
6. Click Create
7. Click Finish