> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing opportunities

> Create, edit, filter, and track opportunities through your pipeline.

Opportunities track potential deals and initiatives as they move through your [pipeline stages](/activity/opportunities/pipelines-and-stages). This page covers the day-to-day workflows for working with opportunities.

## Create an opportunity

You can create an opportunity from the page header or from within a specific stage column.

### From the page header

<Steps>
  <Step title="Open the Opportunities page">
    Click **Opportunities** in the sidebar under **Activity**.
  </Step>

  <Step title="Select a pipeline">
    Click the pipeline tab you want to add the opportunity to (e.g., **Prospect Pipeline** or **Client Pipeline**).
  </Step>

  <Step title="Click New opportunity">
    Click **+ New opportunity** in the top-right corner.
  </Step>

  <Step title="Fill in the details">
    Enter the opportunity information:

    * **Name** — a short description of the opportunity (required)
    * **Stage** — the starting stage in the pipeline (defaults to the first stage)
    * **Value** — the estimated dollar amount
    * **Target close date** — when you expect to close (defaults to one month from today)
    * **Related record** — the record linked to this opportunity. Depending on the pipeline's [audience types](/activity/opportunities/pipelines-and-stages#audience-types), you can pick a client, prospect, contact, or business.
    * **Assigned to** — the team member responsible (defaults to you)
  </Step>

  <Step title="Click Create opportunity">
    The opportunity appears in the selected stage column on the board.
  </Step>
</Steps>

### From a stage column

Click **+ New opportunity** at the bottom of any stage column. This opens the same creation form with the stage pre-selected to that column.

You can also click the <Icon icon="plus" /> icon next to a stage name in the column header.

### From a record

When viewing a [client](/records/clients/overview), [prospect](/records/prospects), [other contact](/records/other-contacts), or [business](/records/businesses), you can create an opportunity linked to that record. Open the **Opportunities** section on the **Records** tab (or the **Opportunities** overview widget) and click **Add opportunity**. The record is pre-filled as the **Related record** in the form.

## Edit an opportunity

In **full view** mode, every field on an opportunity card is editable directly. Click any field to update it:

* **Name** — click the opportunity name to rename it
* **Value** — click the dollar amount to change it
* **Probability** — click to set a win probability (0–100%). If left blank, the stage's [default probability](/activity/opportunities/pipelines-and-stages#stage-settings) is used
* **Target close date** — click to pick a new date
* **Related record** — the linked client, prospect, contact, or business; click it to open that record. On a household pipeline you can link a household here when none is set yet
* **Owner** — click to reassign to a different team member
* **Label** — click to apply or change a label

Changes save automatically as you make them.

<Tip>
  Switch to full view using the <Icon icon="expand" /> icon in the top-right corner of the board to see and edit all fields on each card.
</Tip>

## Move an opportunity between stages

Drag an opportunity card from one stage column and drop it into another. The stage updates immediately.

When dragging, hidden stages like **Closed lost** and **Archived** appear as drop zones at the bottom of the board. Drop an opportunity there to move it to a hidden stage.

You can also use keyboard navigation: pick up an opportunity with the spacebar, then use the arrow keys to move it between stages.

### Use the card menu

In **full view**, open the **⋮** (three-dot menu) in the top-right corner of an opportunity card and select **Move to stage**. The submenu lists every stage in the pipeline, each with its color dot and name. The current stage shows a checkmark and can't be selected. Choose any other stage to move the opportunity there immediately.

Hidden stages like **Closed lost** appear in the submenu too. Moving to a hidden stage opens a **Move to \[stage name]?** confirmation first.

<Note>
  The **Move to stage** option is only available in full view. In compact view, use drag-and-drop instead.
</Note>

<Note>
  Each opportunity card displays how long it has been in its current stage — for example, "2d ago." This resets each time the opportunity moves to a new stage.
</Note>

## Filter opportunities

Filter chips appear below the pipeline tabs. Pinned filters are always visible:

* **Prospect** or **Client** — filter by linked household (the label matches the pipeline's household type)
* **Label** — filter by one or more labels, or show opportunities with no label
* **Target close date** — filter by relative date ranges: Today, Tomorrow, This week, Next week, This month, Next month, This quarter, Last quarter, or Overdue
* **Owner** — filter by the assigned team member

Click the **Filter** button to add more conditions, including value comparisons and [custom field](#custom-fields) filters.

## Search the board

Click the <Icon icon="search" /> icon near the view-mode toggle in the top-right corner of the board to open a search box. Type to filter the visible cards by opportunity name, linked household, or owner. The per-column counts and the **Total** and **Weighted** header values update to reflect the matching cards. Clear the box to restore all cards; switching pipelines also clears the search.

<Tip>
  Links from global search, the **Opportunities** widget, or a record's **Opportunities** section open the board on the right pipeline and scroll to the linked opportunity, highlighting its card.
</Tip>

## Labels

Labels are color-coded tags you can apply to opportunities for categorization — for example, "Referral," "Upsell," or "High priority."

To apply a label, click the label field on an opportunity card in full view and select from the list.

### Manage labels

Labels are configured in settings.

<Steps>
  <Step title="Open settings">
    Go to **Settings** → **Tags & labels** → **Opportunities**.
  </Step>

  <Step title="Create a label">
    Click **Add label** or the **Add new label** row, enter a name, and choose a color.
  </Step>
</Steps>

You can edit or delete existing labels from the same page. Deleting a label removes it from all opportunities that use it.

## Comments

Click the <Icon icon="message-square" /> icon at the bottom of an opportunity card to open the comments panel. Comments support:

* Threaded replies
* Emoji reactions
* @mentions of team members

The comment count is displayed on each opportunity card.

## Custom fields

If your firm has configured custom fields for opportunities, they appear at the bottom of each opportunity card in full view. Custom fields are editable inline, just like standard fields.

Numeric custom fields can also be used with the **Sum by** selector to display totals and weighted values based on that field instead of the default opportunity value.

## Delete an opportunity

<Steps>
  <Step title="Open the opportunity menu">
    In full view, click the three-dot menu on the opportunity card.
  </Step>

  <Step title="Click Delete">
    Confirm the deletion when prompted.
  </Step>
</Steps>

<Warning>
  Deleting an opportunity removes it permanently. This cannot be undone.
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="Can I assign an opportunity to a different pipeline?">
    No. An opportunity belongs to the pipeline it was created in. To move an opportunity to a different pipeline, delete it and recreate it in the target pipeline.
  </Accordion>

  <Accordion title="What does probability do?">
    Probability represents your estimated chance of winning the opportunity (0–100%). It's used to calculate the **Weighted** total on each stage column. If you don't set a probability, the stage's default probability is used instead.
  </Accordion>

  <Accordion title="Can I create an opportunity without linking it to a record?">
    Yes. The **Related record** field is optional, so you can leave it blank. When you do set it, the picker offers the record types allowed by the pipeline's [audience types](/activity/opportunities/pipelines-and-stages#audience-types) — clients, prospects, contacts, or businesses.
  </Accordion>

  <Accordion title="How do I see closed or archived opportunities?">
    Drag an opportunity toward the bottom of the board — hidden stages like **Closed lost** and **Archived** appear as drop zones there. These stages don't show as columns by default. Opportunities in hidden stages are still counted on the board if the stage is not excluded from totals.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Pipelines and stages" icon="diagram-project" href="/activity/opportunities/pipelines-and-stages">
    Customize your pipeline stages, colors, and settings
  </Card>

  <Card title="Automations" icon="bolt" href="/platform/automations/overview">
    Trigger workflows when opportunities are created or updated
  </Card>
</CardGroup>