Create Opportunity

Use Create Opportunity to prompt the user to create a new opportunity as part of a workflow process, or to automatically create an opportunity with predefined values and no user input. You can use this action only with records that have been created and attached to a workflow. This means you cannot use it with primary rules.

The table below describes the Create Opportunity fields on the Workflow Action Details screen.


Field	Description
Type	The action to be performed.
Get Default User From	The user assigned to the opportunity. You can use the # symbol to add information about the current user. For more information, see Using the ## and # symbols. If you've specified a user in Assigned To, leave this blank.
Attribute	The attribute of the button on the screen. Select Hidden to automatically execute the action with predefined values without displaying it to the user.
Label for new opportunity	The label that's attached to the opportunity. You can use it in JavaScript conditions on future workflow rules to test the values of fields on that opportunity.
Order	The order of the field on the screen for this workflow rule. Set the order of a field to move it to a different position on the screen and use New Line to move the field to a different line.
Description	A short description of the opportunity.
Source	The source of the opportunity. For example, Web, Referral.
Type	The type of opportunity or general area of product interest. For example, Services, Consulting.
Customer Ref	Customer reference code.
Details	Details of the opportunity. You can use ## symbols to add information about the related entity. For example, Upsold from #case_description#. For more information, see Using the ## and # symbols.
Closed	The actual date on which the opportunity closed.
Competitors	A list of competitors for the opportunity.
Current Time Offset	The number of minutes that are added to the time at which the action is executed. This is used to calculate the date and time displayed in the opportunity Opened fields.
Stage	The stage of the opportunity.
Status	The status of the opportunity.
Forecast	The forecasted value of the opportunity.
Certainty %	The percentage certainty that the opportunity will close.
Assigned To	The user assigned to the opportunity. If this is blank, the user in Get Default User From is used.
Team	The team assigned to the opportunity.
Priority	The priority of the opportunity.
Close By	The forecasted close date.