Add and move opportunities

An opportunity is a deal you hope to win, linked to a contact and a value.

Add an opportunity

1. Click Opportunities in the left menu and choose your pipeline.

2. Click Add opportunity at the top, or Add Opportunity at the bottom of a stage column.

3. Enter an Opportunity Name, such as "Smith kitchen remodel".

4. Choose the Contact and the Stage (both required).

5. Optional: add a Value and Currency, Source, Expected Close Date, Assigned To and Tags.

6. Click Create Opportunity.

[Screenshot: New Opportunity form]

Move an opportunity to another stage

Drag the card from one column and drop it on another. The stage updates straight away.

Mark it won or lost

1. Click the card to open it.

2. Click Won or Lost.

3. Add a reason if asked, then confirm.

Changed your mind? Open the card again and reopen it.

Board or list

On a computer, use the Board and List buttons to switch between the card board and a table. You can filter by stage and by owner. On a phone, opportunities show as a list.

Tips

• Add a value to every opportunity. Your pipeline then shows totals for each stage.

• Workflows can create and move opportunities for you. For example, when someone books an appointment, move their deal to "Booked". See Common workflow triggers and actions.