Add and view the details of an opportunity

---
title: Add and view the details of an opportunity
description: Use the Details tab to add and view information about your opportunity, including the source and competitor.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/opportunity-management-details-tab.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]
---

# Add and view the details of an opportunity

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

2.  Navigate to **Opportunity** > **All** and select your opportunity.

3.  Fill in the information on the Details tab.

    For more information, see [Opportunity details form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-details-form-fields.md).

4.  Select **Save**.


## What to do next

Use the Product Catalog tab to add products to your opportunity.

**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)