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.
Required information
To create an opportunity, you need:- Name — A descriptive title for this deal
- Pipeline — Which pipeline this belongs to
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.
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.
Add value and probability
Track the financial potential of each deal: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
Probability
Likelihood of winning this deal:- Enter 0-100%
- If not set, uses the stage’s default probability
- Used for weighted pipeline calculations
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.
Link to a household
Opportunities are most useful when linked to a household:| Pipeline | Requires |
|---|---|
| Prospect pipeline | Must link to a Prospect household |
| Client pipeline | Must link to a Client household |
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
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.
Common workflows
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.
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.