If you want to add an opportunity linked to a specific account, you can do so directly from the Account View Page. This ensures that the opportunity is automatically tagged to the selected account.
Note: To perform this action, you must have the Add Opportunity permission enabled for your role under Settings → Role Security.
Steps to Create an Opportunity from the Account View Page :
- Log in to your Oorwin account and navigate to the Accounts module from the left menu under the General section.
- Click on the account for which you want to create a new opportunity.
- Go to the Opportunities tab in the top header to view all opportunities linked to that account.
- Click the Add Opportunity button in the top-right corner.
- Enter all the mandatory information in the form.
- Click Save at the bottom.
✅ That’s it! Your opportunity has been created and tagged to the selected account.
