Add and view the details of an opportunity

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use the Details tab to add and view information about your opportunity, including the source and competitor.

    Before you begin

    Role required: sales_agent

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Opportunity > All and select your opportunity.
    3. Fill in the information on the Details tab.
      For more information, see Opportunity details form.
    4. Select Save.

    What to do next

    Use the Product Catalog tab to add products to your opportunity.