Opportunities

Opportunities represent potential sales or deals moving through your pipeline. Each opportunity bundles a contact, pipeline stage, monetary value, and assigned owner into a single trackable record. From initial interest to contract signature, opportunities give you a complete view of where every deal stands and what action to take next.

What Opportunities Do

Navigate to Opportunities in the left menu to access the board view, which displays all deals organized by pipeline stage. Each opportunity card shows contact name, value, owner, and current stage. Click any card to view or edit details including contact information, deal value, status (Open, Won, Lost, Abandoned), assigned owner, followers, and custom fields.

Create opportunities manually via + Add Opportunity, import from CSV via Opportunities > Import, or automate creation through workflows. The Create/Update Opportunity workflow action accepts triggers like Form Submitted, Appointment Booked, Contact Tag Applied, Payment Received, or Call Status. Toggle Allow Opportunity to Move to update existing opportunities instead of creating duplicates.

Move opportunities between stages by dragging cards or opening the card and selecting a new stage. Stage changes trigger workflows, enabling automated email sequences, task assignments, or team notifications.

Key Configuration Options

Manual creation: Click + Add Opportunity, select a primary contact, choose pipeline and stage, set status to Open, enter opportunity value, assign owner, add followers, and fill optional fields like Business Name, Opportunity Source, or tags.

Bulk import: Navigate to Opportunities > Import, select Opportunities as import type, upload CSV, map columns to opportunity fields (name, email, phone, value, stage), and start import.

Automated creation: Build workflow with triggers (Form Submitted, Appointment Booked, Tag Applied, Payment Received), add Create/Update Opportunity action, select pipeline and stage, set status, enter value (static or from custom field), and publish.

Edit details: Open opportunity card to update contact info, deal value, owner assignment, follower list, status, or custom fields. All edits log in opportunity history with user and timestamp.

Track activity: Log call notes, create follow-up tasks with due dates, review communication history across email/SMS/phone, and attach proposals or contracts directly to the opportunity card.

Revenue Forecasting

Opportunities power forecasting by tracking deal values and stage probabilities. Assign probability percentages to each stage (New Lead 10%, Qualified 25%, Proposal Sent 50%, Negotiation 75%, Closed Won 100%). Multiply opportunity value by stage probability to generate weighted forecasts. Sum all weighted values to project expected revenue.

Dashboard widgets display total pipeline value, expected close revenue, win rates (won vs. lost percentage), average deal size, and time in stage. Use these metrics to identify bottlenecks, set team goals, and validate forecast accuracy.

Pro Tips

Update opportunity values immediately when scope or pricing changes. Accurate values improve forecasting and help prioritize team focus on high-value deals.
Assign a single owner to every opportunity. Unassigned opportunities stall or fall through the cracks. Reassign ownership when team members leave or deals need attention.
Use tags to categorize by product type, lead source, or priority. Add custom fields to track industry, company size, or contract length specific to your business.
Log notes after every interaction. Document call summaries, meeting notes, and prospect feedback so team members can continue conversations without repeating questions.
Set clear stage-specific criteria. For example, opportunities move from Qualification to Proposal only after confirming budget, authority, need, and timeline. Clear criteria prevent premature advancement and keep forecasts accurate.

Common Questions

Can I assign an opportunity to someone later?

Yes. Open the opportunity card, select a new owner from the dropdown, and save. Ownership changes at any time and logs in opportunity history.

Can I change the opportunity value after creation?

Yes. Edit the Opportunity Value field in the card and save. Update values as often as needed to reflect current deal size.

What happens if I delete a contact linked to an opportunity?

The opportunity remains in the pipeline but the contact link breaks. Re-associate a new contact or restore the original contact to maintain context.

Can I change the primary contact on an existing opportunity?

Yes. Open the opportunity card, remove the current primary contact, add the new contact, mark it as Primary, and save.

What is the difference between Lost and Abandoned status?

Lost means the prospect actively declined or chose a competitor. Abandoned means the opportunity was neglected by either the lead or sales team, with no further action planned.