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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.
2

Select the pipeline

Choose Prospect pipeline for new client deals or Client pipeline for expansion deals.
3

Click add

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

Enter the name

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

Link to a household

Select the prospect or client this opportunity is for. The household type must match the pipeline.
6

Set the value (optional)

Enter the potential deal value in dollars.
7

Set target close date (optional)

When do you expect to close this deal?
8

Create

Click Create to add the opportunity to your pipeline.
The opportunity is created in the first stage of the selected pipeline.

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Required information

To create an opportunity, you need:
  • Name — A descriptive title for this deal
  • Pipeline — Which pipeline this belongs to
Everything else—household, value, close date, probability—can be added later.

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Create from a prospect record

The fastest way to create a prospect opportunity:
1

Open the prospect record

Navigate to the prospect’s detail page.
2

Add opportunity

Click Add opportunity in the record header or activity section.
3

Enter details

The prospect is pre-linked and the prospect pipeline is pre-selected. Add name and optional details.
4

Create

Click Create to add the opportunity.

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Set the initial stage

By default, new opportunities are created in the first stage. To start at a different stage:
1

Create the opportunity

Complete the creation process.
2

Drag to the correct stage

In the pipeline view, drag the opportunity card to the appropriate stage.
Or open the opportunity and change the stage from the detail view.

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Add value and probability

Track the financial potential of each deal:

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Value

The value field represents what this deal is worth:
  • Enter the amount in dollars
  • For advisors, this often represents potential AUM or annual fee revenue
  • Used for pipeline reporting and forecasting

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Probability

Likelihood of winning this deal:
  • Enter 0-100%
  • If not set, uses the stage’s default probability
  • Used for weighted pipeline calculations

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Assign an owner

Every opportunity should have an owner—the team member responsible for closing the deal:
1

During creation

Select an owner from the dropdown (defaults to you).
2

After creation

Open the opportunity and change the Owner field.
Owners can filter the pipeline view to see only their opportunities. Opportunities are most useful when linked to a household:
PipelineRequires
Prospect pipelineMust link to a Prospect household
Client pipelineMust link to a Client household
You cannot link a prospect pipeline opportunity to a client, or vice versa. The household type must match the pipeline type.

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Create an unlinked opportunity

In some cases, you might create an opportunity before adding the household:
  • The opportunity can exist without a household link
  • Add the household later when you create their record
  • This is useful for very early-stage deals

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Add tags

Categorize opportunities with tags:
1

Open the opportunity

Navigate to the opportunity detail view.
2

Add tags

Click Add tag and select from available tags.
Tags help you filter and report on opportunities by category (e.g., “Referral”, “Website Lead”, “Event”).

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Common workflows

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New client referral

1

Create the prospect

Add the referred person as a prospect.
2

Create the opportunity

Add an opportunity linked to this prospect.
3

Set initial stage

Start at “Identified” or “Connected” depending on where you are.
4

Estimate value

Enter potential AUM or fee revenue.

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Existing client expansion

1

Open the client record

Navigate to the client who has growth potential.
2

Create opportunity

Add a client pipeline opportunity.
3

Describe the opportunity

Name it something like “Additional Assets - Inheritance” or “Spouse IRA Rollover”.
4

Track to close

Move through stages as you work the opportunity.

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Next steps

Opportunities overview

Learn about pipeline tracking

Managing pipelines

Configure your sales process

Pipeline stages

Customize stage settings

Prospects

Manage potential clients