---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Create a sales opportunity

# Create a sales opportunity {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create sales opportunities for services, products, or assets identified during field service visits using the Now Mobile Agent application.

## Before you begin

Role required: wm_technician_sales_write

## About this task

* Technician driven sales with the Field Service (com.snc.fsm_technician_sales) plugin and the Opportunity Management store application (com.sn_l2c_oppty_mgmt) must be installed.

* With the `wm_technician_sales_write` role, you can create opportunities before starting a task or while the task is in progress.
{#create-opportunity__ul_tqh_bxf_ccc}

## Procedure

1. Navigate to the Now Mobile Agent application.
2. Create a sales opportunity.

   | From | Do this |
   | My Work | 1. Tap My Work. 2. In the My Tasks section, select the relevant work order task. 3. Tap Overflow action ![overflow action icon]() icon. 4. Tap Create opportunity. {#create-opportunity__ol_mdj_zmx_bcc} |
   | My Work | 1. Tap My Work. 2. In the My Tasks section, select the relevant work order task. 3. In the Related tab, tap Create opportunity. {#create-opportunity__ol_afw_ytf_ytb} |
   | Sales | 1. Tap Sales. 2. Tap Create opportunity. {#create-opportunity__ol_fgh_dwg_ytb} |
   |-|-|

   {#create-opportunity__choicetable_z2w_ytf_ytb}  
   When the Create Opportunity form appears, a few fields will be auto-populated.
3. On the form, fill in the fields.  
   {#create-opportunity__table_nfl_kt1_5tb__entry__2}

   | Field | Description |
   |-|-|
   | Short Description | Enter a brief description of the opportunity. |
   | Work order task | Work order task number is auto-populated if the opportunity is based on the work order task. This field becomes optional to create an opportunity without a work order task. |
   | Account | Enter customer account reference. |
   | Contact | Enter the customer contact reference. |
   | Sales cycle type | Enter the type of sales cycle (e.g., Newcust, Renew, Upsell). The default value is Upsell. |
   | Stage | Enter the stage of the opportunity (e.g., Qualify, Develop, Propose, Negotiate, Closed-Won, Closed-Lost). The default value is Qualify. |
   | Rating | Set the rating (e.g., Hot for top rating). The default value is Hot. |
   | Calling allowed | Option to allow calls. By default, the option is enabled. |
   | Email allowed | Option to allow emails. By default, the option is enabled. |
   | Sharing allowed | Option to allow share. By default, the option is enabled. |
   [Table 1. Create opportunity]

   {#create-opportunity__table_nfl_kt1_5tb}
4. Tap Submit.  
   The opportunity is created and appears in the Sales tab. If associated with a work order task, it also appears in the Related tab.
5. Add a product to the opportunity.
   1. Tap Add line on the created opportunity.
   2. In the Product offering field, select the product.
   3. In the Quantity field, enter the quantity.
   4. In the Unit of measure, select the unit.
   5. Tap Submit.  
      The product line item is added to the opportunity.
   {#create-opportunity__substeps_ad3_wzq_bcc}

## Result

Tap the opportunity in the Related tab to view the details and Activity stream of the line items.