Add and view the details of an opportunity
task brazil Updated Sep 10, 2026 1 min read opportunity-management-details-tab.md
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
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In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
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Navigate to Opportunity > All and select your opportunity.
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Fill in the information on the Details tab.
For more information, see Opportunity details form.
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Select Save.
What to do next
Use the Product Catalog tab to add products to your opportunity.
Related topics
45 lines · 1.5 KB
---
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/order-management/opportunity-management-details-tab.html
release: brazil
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/brazil/markdown/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/brazil/markdown/order-management/configure-opportunity-mgmt.md)
[Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/opportunity-management.md)
| 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/order-management/opportunity-management-details-tab.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Opportunity ManagementSales automation appsUseSales Customer Relationship Management |