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home/Knowledge Base/CRM/Opportunities/Creating an Opportunity
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Creating an Opportunity

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To create an Opportunity, click ‘Add’.

You will then see a page similar to the below image. This is where you can begin to create your Opportunity.

The first thing you can do is add a Description and a Target Date to your Opportunity. You must do this before it can be saved.

Next Step: Adding a Company to an Opportunity

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