You can create a new Opportunity directly from the Scratchpad Platform or anywhere from the web using the Scratchpad Command feature.

  • On your key board click CMD+J (Mac) or CTR+J (PC) to access Scratchpad Command

  • Select the option for "Create NEW Opportunity"

  • add any required fields by clicking the Fields Icon in the top right of the form

  • complete required fields and select Create Opportunity

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