---
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


---

# Add and view details

# Add and view the details of an opportunity {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 CRM Workspace, select the List view.
2. Navigate to OpportunityAll and select your opportunity.
3. Fill in the information on the Details tab.  
   For more information, see [Opportunity details form](https://www.servicenow.com/docs/yYHe4WiUx_hAw_RaIIr7Lw "Field descriptions for editing or reviewing details on the Opportunity form for Opportunity Management.").
4. Select Save.

## What to do next

Use the Product Catalog tab to add products to your opportunity.
**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.")

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