Creating an Opportunity

In this article, you'll learn where to create an opportunity in Forecast PSA, what fields you'll need to fill in, and how opportunities fit into your broader sales pipeline once created.

• Where to create an opportunity

• Opportunity fields

• Where to go next 

Global create – Go to the top right create button and select Opportunity.

Clients view – Go to your global Clients view in the top navigation and click into Opportunities. From there, you'll see a Create Opportunity option in the top right of that screen.

Clients > Opportunities, then create a new opportunity from your opportunities list.

Overview 

• Opportunity name

• Opportunity ID

• Color

• Project dates

• Client (if you're creating an opportunity directly from a client, this will be auto-populated)

• Contact

• Salesperson

• Win probability % and stage

Financial setup

• Budget type

• Target value ($) – you need to set an end date to enter a target value

• Rate card

• Use baseline (A baseline must be enabled before you can create a quote.)

More settings

• Project labels

• Work with sprints

• Duplicate existing project

Note: If you don't know your exact project dates yet, enter your best estimate and apply the Dates unknown label. You can filter these out later in any reports where you need firmer data.

Where to go next 

• Admin: Opportunity Stage Mapping
• Opportunities: Overview
• How to Manage Opportunities

Opportunities & Quote Designer are available as a paid add-on module. To enable it for your team or discuss pricing, reach out to your Account Manager.