Opportunities

Click on Opportunities within the goal content section.

Click on Add Opportunity


Ensure the Active checkbox is selected. This will make it available when working with users. If you're not ready, do not check this box. Create an intuitive and distinct Name. Description is optional. An opportunity type must be opportunity for this opportunity description to be made available when working with the user picklist (Work with user > Opportunity > New). Click Save when finished.


The Opportunity just created will now be display it on the list.


It is the best practice for admins to check their configuration work. Navigate to a user and click on the Opportunities tab.


Click New Opportunity

Click on Strengthen your capacity that is now available on the list.