---
title: How to Create an Opportunity
description: This is an overview of how to create and update Opportunities.
---

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# How to Create an Opportunity

## This is an overview of how to create and update Opportunities.

#### Opportunities are created within an agent's profile to track pre-sales activities.

### Client versus Valued Client

When creating an opportunity, you can **search for an existing client** or add a new prospective client by clicking "**This is a valued client**."

When creating a new prospect client, the system defaults to "Valued Client" in the First and Last Name fields, but you can easily override these if you know the person's actual name.

#### Why Create a Valued Client?

- Creating a **Valued Client** allows you to begin tracking an opportunity even if you don't have all the client's details. All you need is the client's **Date of Birth OR Age, Gender,** and **state of residence** to get started.

### How to Create an Opportunity

When creating an opportunity on an Agent Profile, the system will guide you through three key steps:

1. **Client Search:** Start by searching for an existing client or adding a new one.
2. **Add Client Details:** Enter or update the necessary client information.
3. **Add Opportunity Details:** Provide the details specific to the opportunity.

The system will automatically display additional fields tailored to your chosen Line of Business.

- **Opportunity Status:** You can monitor an opportunity's progress by regularly updating its status, ensuring that it accurately reflects the current stage of the sales process. 
    - Opportunities can be linked to a case either during the App Entry process or through the Case Details tab. When this link is made, the system automatically marks the opportunity as "won" and displays a case indicator on the opportunity record.
- **Scenarios:** You can create multiple scenarios for a single line of business, such as several term life insurance scenarios. 
    - You cannot mix different lines of business within the same opportunity; for instance, you can't add an annuity scenario when working on an opportunity for term life.

### Opportunity Follow-Ups

It's highly recommended that you create a follow-up for every opportunity to ensure it stays on track and isn't overlooked.

### Linking Opportunities to a Case

To link **opportunities** to a case:

- During the **App Entry wizard**, opportunities can be linked in **Step 4**, where the writing agent's opportunities will be displayed.
- Alternatively, after the case is created, you can link the opportunity from the **bottom section** of the **Case Details** tab.

### Important Terms

**Design Notes**: An open field associated with an opportunity, allowing users to add context.

**Design Objective**: A dropdown menu in opportunities to indicate the purpose of coverage (e.g., cash accumulation, death benefit, retirement).

**Quote Origin:** The origin or channel through which the opportunity request was submitted.

**Valued Client:** When creating a new prospect client, the system defaults to "Valued Client" in the First and Last Name fields, but you can easily override these if you know the person's actual name.

 

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