Creating and managing opportunities
Create an opportunity
Go to Opportunities → your pipeline
Click "+ Add Opportunity" (top right)
Set the contact (existing or create new)
Set the opportunity name (descriptive: "Smith — kitchen remodel quote")
Set the value (estimated deal size)
Set the stage (where it currently sits)
Set the assigned user (the rep responsible)
Set expected close date
Add custom fields if your pipeline uses them (e.g., service type, priority)
Save
Move opportunities through stages
Drag and drop in the kanban board view — fastest method for moving multiple deals
Open the opportunity and change Stage from the dropdown
Bulk update by selecting multiple deals → Bulk Actions → Move to Stage
Auto-creation of opportunities
Most opportunities shouldn't require manual creation. Set up workflows to auto-create them on key triggers:
New form submission → create opportunity in "New Lead" stage
Appointment booked → create opportunity in "Consultation Booked" stage
Inbound call answered (>2 minutes) → create opportunity in "Contacted" stage
Webchat message received → create opportunity in "New Lead" stage
WARNING — Don't create duplicate opportunities
If your contact already has an open opportunity in this pipeline, don't create a second one for the same deal — update the existing one. The system can warn you on duplicate creation: Settings → Pipelines → Duplicate Detection → ON.
Closing opportunities
Move to Won — captures revenue, marks the contact as a customer, can trigger fulfillment workflows
Move to Lost — capture the loss reason (custom field) for analysis
Always log loss reasons — "price" vs "timing" vs "competitor" vs "unresponsive" tells you what to fix
WARNING — Don't create duplicate opportunities
If your contact already has an open opportunity in this pipeline, don't create a second one for the same deal — update the existing one. The system can warn you on duplicate creation: Settings → Pipelines → Duplicate Detection → ON.
