Creating & Managing Opportunities

Creating a New Opportunity

There are several ways to create an opportunity:

Method 1: From the Pipeline View

• Navigate to Opportunities in the sidebar
• Click the + Add Opportunity button
• Fill in the required fields:
• Contact name or select existing contact
• Pipeline and stage
• Opportunity name
• Value (optional)
• Click Save

Method 2: From a Contact Record

• Open the contact's profile
• Click the Opportunities tab
• Click + Add Opportunity
• The contact will be pre-filled

Moving Opportunities Between Stages

Drag and Drop

Simply click and drag an opportunity card from one stage column to another.

From the Opportunity Details

• Click on the opportunity to open it
• Click the Stage dropdown
• Select the new stage

Editing Opportunity Details

• Click on the opportunity card
• The details panel will open on the right
• Edit any field by clicking on it
• Changes save automatically

Common Fields to Update

• Status: Open, Won, Lost, Abandoned
• Value: Update as you learn more about the deal
• Owner: Reassign to a different team member
• Tags: Add tags for better organization
• Custom Fields: Any additional fields your team uses

Closing an Opportunity

Marking as Won

• Move to your "Won" stage, or
• Change the status to "Won"
• Add any final notes about the deal

Marking as Lost

• Change status to "Lost"
• Select a Lost Reason (helps track why deals don't close)
• Add notes for future reference