Create an opportunity

---
title: Create an opportunity
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-new-opportunity.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Opportunity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Create an opportunity

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** \[Omitted image "list-outline-24.svg"\] Alt text: 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.

<table id="choicetable_urq_rxt_c1c"><thead><tr><th align="left" id="d63135e88">

Fields

</th><th align="left" id="d63135e91">

Description

</th></tr></thead><tbody><tr><td id="d63135e97">

**Short Description**

</td><td>

Fill in a short description for the opportunity.

</td></tr><tr><td id="d63135e106">

**Estimated Deal Size**

</td><td>

Amount of potential opportunity.

</td></tr><tr><td id="d63135e115">

**Account**

</td><td>

Provide account information.

</td></tr><tr><td id="d63135e124">

**Consumer**

</td><td>

Select a consumer.

</td></tr><tr><td id="d63135e134">

**Deal type**

</td><td>

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.


</td></tr><tr><td id="d63135e151">

**Stage**

</td><td>

Enter a stage of the opportunity. For example: Qualify, Develop, Propose, Negotiate, Closed- Won, or Closed- Lost.

</td></tr><tr><td id="d63135e160">

**Route to market**

</td><td>

Identifies the exact sales channel used to execute the deal:-   Direct
-   Reseller
-   Service Provider
-   Distributor


</td></tr><tr><td id="d63135e183">

**Sales Cycle Type**

</td><td>

Enter the type of sales cycle during the creation of the opportunity. For example: NEWCUST, RENEW, or UPSELL.

</td></tr><tr><td id="d63135e192">

**Contact**

</td><td>

Fill in the primary contact information associated with the opportunity.

</td></tr><tr><td id="d63135e201">

**Channel partner**

</td><td>

An external organization involved in selling, influencing, or supporting an opportunity as part of an indirect sales.

</td></tr></tbody>
</table>4.  Select **Save** to save the opportunity and **Close** to return to the main Opportunities window.

5.  Select Refresh \[Omitted image "icon-refresh.png"\] Alt text: 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management-details-tab.md).

**Related topics**  


[Configuring Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-opportunity-mgmt.md)

[Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management.md)