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Create an opportunity when you have a potential deal to track. Opportunities help you manage your sales process from initial contact through close.

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Create an opportunity

1

Open Opportunities

Click Opportunities in the sidebar to view your pipeline board.
2

Select the pipeline

Use the pipeline tabs at the top to choose the pipeline for this deal.
3

Click New opportunity

Click the New opportunity button in the top-right corner.
4

Enter a name

Give the opportunity a descriptive name (e.g., “Smith Family — Retirement Planning”).
5

Fill in details

Set the stage, value, target close date, household, and owner. All fields except name are optional.
6

Click Create opportunity

The opportunity card appears in the selected stage column.
You can also click the New opportunity button at the bottom of any stage column to create an opportunity directly in that stage.

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Required and optional fields

FieldRequiredDefault
NameYes—
StageYesFirst stage in the pipeline
ValueNoNone
Target close dateNoOne month from today
HouseholdNoNone
OwnerNoYou (the current user)
LabelNoNone
Custom fieldsNoNone
Opportunities are most useful when linked to a household. If the pipeline has a household type set, the linked household must match:
  • Prospect pipelines — Only prospect households can be linked
  • Client pipelines — Only client households can be linked
  • General pipelines (both) — Any household can be linked
You can also create an opportunity without a household and add one later.

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Set the initial stage

By default, new opportunities start in the first stage of the pipeline. To start at a different stage:
  • Select a different stage from the Stage dropdown during creation
  • Or click New opportunity on the specific stage column where you want the deal to start

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Assign an owner

Every opportunity has an owner — the team member responsible for the deal. The owner defaults to you during creation. To change the owner:
  • Select a different user from the Owner dropdown during creation
  • Or click the owner field on the opportunity card after creation to reassign

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Add a label

If opportunity labels are configured in your settings, you can assign a label during creation. Labels are color-coded tags for categorizing opportunities (e.g., “Referral”, “Website lead”). Manage opportunity labels in settings

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Add value and probability

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Value

Enter the potential deal amount in the Value field. For advisors, this often represents potential AUM or expected fee revenue.

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Probability

Set the likelihood of winning this deal (0—100%). If you do not set a probability, the stage’s default probability is used for weighted pipeline calculations.

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Managing opportunities after creation

Once created, manage opportunities directly from the pipeline board:
  • Move between stages — Drag and drop the card to a new stage column
  • Edit fields inline — In full view mode, click any field on the card to edit it
  • Add comments — Click the comment icon to open the comment slideover
  • Delete — Click the … menu on the card and select Delete
Deleting an opportunity is permanent and cannot be undone.

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Next steps

Opportunities overview

Learn about pipeline tracking

Pipelines

Configure your sales process

Tracking value

Track deal value and weighted pipeline