Dashboard
Opportunities
New
Operations Admin
Priya (WC-OPS)
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Admin
Opportunities
New
Create Opportunities
Create a new Opportunities record with complete business fields.
5 Jul 2026, 4:24 am
Save Draft
opportunities
Create — Sales opportunity
Module-specific fields
Deal
Lead reference
Customer name *
Product
Home Loan
LAP
Expected amount
Stage
Qualified
Proposal
Negotiation
Win probability %
Ownership
Branch
Ghaziabad
Lucknow
Sales owner
sarwesh
Nitish Singh
Expected close date
Save draft
Create
Cancel
Module checklist
After save
Fields match the
opportunities
workflow only
Submit saves locally (mock) — connect API in phase 2
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