Creating an opportunity is a two-step process. The first step is to identify a potential donor or prospect for the pipeline using the Add to Discovery option. This option signifies that the donor could become a future opportunity. You can decide whether the individual in discovery should proceed as a real opportunity for your organization.
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Once the prospect is identified as an opportunity, the second step is to add them to the opportunity process:
1. In the contact or organization record.
2. In the middle of the Summary tab, select Add to opportunity to create a new opportunity record.
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You can also add an opportunity from a view of Opportunities.
In the navigation pane, under Prospecting select Opportunities.
In the view that opens, select New on the action pane.
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Fill in the required fields, marked with a red asterisk (*).
Select Save on the action pane.