Manage opportunities
Move, filter, assign and analyze opportunities.
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- How to assign or change an opportunity's ownerIn Opportunities, open the opportunity card, pick a user in the Owner field and click Save. To give an opportunity a different owner from its contact, turn on that option in Settings.
- How to customize opportunity cards and fieldsIn Opportunities, click Manage fields (top-right corner) to pick up to 7 fields for each card, the icons in the card footer and the card layout. To create new fields, use Settings › Custom Fields with the Opportunity object.
- How to edit, reorder or delete pipeline stagesIn Opportunities › Pipelines, open the pipeline's three-dot menu and choose Edit. There you can rename stages, reorder them with the arrows, add or delete stages and set colors. When deleting a stage, you choose where its opportunities go.
- How to move an opportunity between stages on the boardIn Opportunities, choose the pipeline and drag the opportunity card into the column of the new stage. You can also open the card, change the Stage field and click Save.
- How to search, filter and sort opportunitiesIn Opportunities, use the search bar to find deals by name, email or phone, the Advanced filters button to filter by owner, status, value, dates or custom fields, and the Sort button to choose the order.