Opportunities basics
What pipelines and stages are and how to create your first one.
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- How to create a pipeline and its stagesIn Opportunities › Pipelines, click Create pipeline, give it a name that isn't already in use, and add the stages in the order of your sales process. You don't need Won and Lost stages: they already exist as statuses.
- How to create an opportunityIn Opportunities, click Add opportunity, pick the contact, pipeline, stage, status and value, set the owner and click Create. The opportunity appears right away in the column of the stage you chose.
- How to mark an opportunity as won, lost or abandonedIn Opportunities, open the opportunity card, change the Status field to Won, Lost or Abandoned and click Save. You can also drag the card onto the status that appears at the bottom of the board.
- What opportunities and pipelines are and how they workAn opportunity is a potential deal with a contact; a pipeline is the series of stages that deal moves through until it is won or lost. You'll find both under Opportunities, and pipelines under Opportunities › Pipelines.