---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create an opportunity

# Create an opportunity {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a new product opportunity in the Opportunity Management application by entering the details, such as account, sales stage, sales cycle type, and deal size.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CRM Workspace, select the List view.
2. In the Opportunity - All list, select New.  
   The Create new opportunity dialog box opens.
3. Use the following table to fill in the information.

   | Fields | Description |
   | Short Description | Fill in a short description for the opportunity. |
   | Estimated Deal Size | Amount of potential opportunity. |
   | Account | Provide account information. |
   | Consumer | Select a consumer. |
   | Deal type | Indicates the type of deal associated with the opportunity: * Direct: The seller engages directly with the customer, with no intermediary partner involved. * Indirect: The seller engages the customer through an intermediary, such as a reseller, service provider, or distributor. |
   | Stage | Enter a stage of the opportunity. For example: Qualify, Develop, Propose, Negotiate, Closed- Won, or Closed- Lost. |
   | Route to market | Identifies the exact sales channel used to execute the deal: * Direct * Reseller * Service Provider * Distributor |
   | Sales Cycle Type | Enter the type of sales cycle during the creation of the opportunity. For example: NEWCUST, RENEW, or UPSELL. |
   | Contact | Fill in the primary contact information associated with the opportunity. |
   | Channel partner | An external organization involved in selling, influencing, or supporting an opportunity as part of an indirect sales. |
   |-|-|

   {#create-new-opportunity__choicetable_urq_rxt_c1c}
4. Select Save to save the opportunity and Close to return to the main Opportunities window.
5. Select Refresh ![]() to see the new opportunity in the list.

## What to do next

Start adding more information to your opportunity. To learn more, see [Add and view the details of an opportunity](https://www.servicenow.com/docs/GGvgy0oiWEcLRDVx8_OP4A "Use the Details tab to add and view information about your opportunity, including the source and competitor.").
**Related concepts**   

* [Configuring Opportunity Management](https://www.servicenow.com/docs/39eqnwSl_DYOo6jAyOKiDQ "Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis, used in Opportunity Management.")
* [Opportunity Management](https://www.servicenow.com/docs/9NwHb2tYEkeKum9NvSNlpg "The ServiceNow Opportunity Management application enables your sales agents and account executives to analyze customer needs and generate product recommendations for potential customers.")