To create a new opportunity from the Opportunities page:
1

Navigate to the pipeline you want to add the opportunity to.

2

Click the + New opportunity button in the top right.

3

Enter the opportunity name and associated information.

4

Click Create opportunity.

When you create an opportunity, you can add the following information:
  • Potential value (revenue or AUM).
  • Probability of closing (0-100%).
  • Target close date.
  • The associated contact.
  • The assigned contact owner.

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Managing opportunities

After an opportunity is created, you can manage the opportunity by moving the contact card along stages in the pipeline as the opportunity progresses. To move the opportunity to a new stage, drag and drop the card. You can always update the opportunity’s information by clicking on the related field on the card.
You can add comments to an opportunity by clicking the Comment button on the opportunity card to provide relevant notes.
If you need to delete an opportunity, click the 3 dot menu (⋯) on the opportunity card and click Delete.