Adding an Opportunity Record

Learn how to add a new opportunity record in Bullhorn ATS.

The fastest way to add an opportunity is from a contact record while converting a lead — this pre-fills information you'd otherwise have to enter manually. For steps, see Converting a Lead.

You can also add an opportunity from scratch, associating a contact as you go.

Adding an Opportunity

1. From the +Add dropdown, select Opportunity.

2. Select the Type.

3. Complete the required fields.

   The Deal Value field is multiplied by the percentage associated with the opportunity's status (defined in the OpportunityStatusProbabilityToClose system setting) to calculate the Weighted Deal Value.

4. Click Save.