An opportunity is an entity that is associated with an Organization or Person, but will have their own fields/columns in order to track it independently from other Opportunities or the associated Organization/Person.
This is so that there can be multiple Opportunities associated with an organization or person.
A way to visualize this would be to imagine a roof and window company being called to work on a house. We can create an opportunity for fixing a leaky roof. All the information (cost, timeline, worker(s), etc) can be recorded in this opportunity.
Now lets say we have a window that needs to be fixed. We can now create another opportunity for fixing the window with the same company. Again, all the information can be recorded in this opportunity without affecting the other opportunity or the organization.
How do we create one?
Note: If you do not have an opportunity list yet, you will be required to create one first. See: Creating a List
There are three ways of creating new Opportunities:
1. Creating an Opportunity from "Create New"
- Opportunity Name
*Once you've selected a list, the list-specific fields will appear (shown below). This can be edited within Settings > Default Fields however you must be the list admin or list owner to do so.
2. Creating an opportunity within an opportunity list (the same creation modal will appear)
3. Adding an opportunity from a contact's profile page
4. Setting up Opportunity Triggers