# Opportunities

To create an opportunity, enter the following information.

- Opportunity Name. Enter a name for the opportunity.
- Currency. From the drop-down list, select the currency.
- Account Name. Enter the name of the account related to the opportunity. To choose from the list of existing accounts, click Select.
- Amount. Enter the estimated amount of the closing a sale.
- Type. From the drop-down list, specify whether the opportunity is from an existing customer or a potential customer.
- Expected Close Date. The expected or estimated close date for this particular opportunity.
- Lead Source. From the drop-down list, specify the lead source such as Trade Show or Cold Call.
- Campaign. Enter the name of related campaign, if applicable. To select from the Campaigns list, click Select and click the campaign name in the list.
- Assigned to. Enter the name of the individual who is responsible working on the opportunity. To choose an existing user, click Select, and choose the person from the User List. By default, this is assigned to you.
- Next Step. Enter the next step in closing a sale.
- Sales Stage. The current stage of this opportunity. The value specified for the Sales Stage determines the default value displayed in the Probability field on the Opportunity page.
- Probability. Enter a percentage that represents the chance of closing a sale.
- Description. Enter a brief description of the opportunity.

Click Save to create the new opportunity; click Cancel to return to the Opportunity home page without saving the information.