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Opportunities basics

How to create an opportunity

In 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.

Updated on

Before you start

  • You need at least one pipeline with stages. If you don't have one yet, create it first in Opportunities › Pipelines.
  • Your user needs permission to create opportunities.
  • Ideally the contact is already saved in Contacts. If not, you can enter the name, email and phone in the form itself.
Where to find it

Opportunities › + Add opportunity

Step by step

  1. In the left menu, click Opportunities.
  2. Click + Add opportunity (top-right corner).
  3. Under Primary contact, search for and select the contact. Email and phone fill in automatically; if they're missing, type them.
  4. Under Opportunity name, keep the contact's name or enter your own (for example "Implant — Mary Smith").
  5. Choose the Pipeline and the Stage the deal is in right now.
  6. Choose the Status: usually Open for a new deal.
  7. Enter the estimated Value of the deal.
  8. Under Owner, choose the user handling the deal. If you like, add Followers (teammates who keep track of the opportunity).
  9. Fill in any extra fields your business uses, such as Opportunity source, Tags or custom fields.
  10. Click Create.
  11. Check that the card appears in the chosen stage's column, in the right pipeline.

Tips

  • To manage which fields appear in the form, click Add/Manage fields. It takes you to the opportunity Custom Fields.
  • Always entering a value lets you see how much money sits in each pipeline stage.
  • To create opportunities with no manual work (for example, when someone fills in a form), use a workflow.

Common problems

  • I created the opportunity but can't see it on the board → Make sure the same pipeline is selected at the top and that the status filter includes the status you chose (by default only Open ones are shown).
  • I get an error saying the contact already has an opportunity → That contact already has an opportunity in this pipeline. Open the existing one, or ask an admin to allow multiple opportunities per contact in the opportunity settings.
  • The contact doesn't show up in the search → Type at least 3 characters from the start of the name, email or phone. If it still doesn't appear, create the contact first in Contacts.
  • The field I need isn't in the form → Create it in Settings › Custom Fields, with the object set to Opportunity.

Frequently asked questions

Can I change the owner or the value later?

Yes. Open the opportunity card, change the field and click Save.

Can I duplicate an opportunity?

No. Create a new one and copy over the details you need.

What happens if I delete the contact linked to the opportunity?

The opportunity stays, but loses its link to the contact. Open it and pick another primary contact, or restore the original contact.

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