Opportunities & Pipelines
Track every deal from first contact to close. Build pipelines that match your sales process, manage opportunities as they move through them, and automate the busywork in between.
29 articles
Understanding Opportunities & Pipelines
Setting Up Pipelines
- Create a PipelineThe stages you pick become the backbone of how your team tracks every deal.
- Reorder Your PipelinesPut your most-used pipeline first with drag and drop or a specific position number.
- Customize Pipeline Stage ColorsColor makes a busy pipeline easier to scan at a glance.
- Color-Code Opportunities with Smart TagsRule-based colored labels that appear on cards automatically when a deal matches.
- Manage Pipeline PermissionsControl who can see or edit a specific pipeline without changing account roles.
- Duplicate a PipelineClone a working stage structure instead of rebuilding it from scratch.
Creating and Managing Opportunities
- Create an OpportunityAdd a deal with its contact, pipeline, stage, value, and owner.
- Edit an OpportunityKeep the record matching reality as a deal changes hands, value, or stage.
- Change an Opportunity's StatusOpen, Won, Lost, or Abandoned — and how status differs from stage.
- Add Custom Fields to OpportunitiesTrack details specific to your sales process beyond value, source, and owner.
- Set Up Conditional Custom Fields for OpportunitiesShow or require a field only when specific conditions are met.
- Use Notes on OpportunitiesKeep a running record of deal context without cluttering the main fields.
- Allow Multiple Opportunities for the Same ContactLet one contact hold several open deals in the same pipeline at once.
- Decouple Contact and Opportunity OwnersLet a relationship owner and a deal closer be two different people.
- Delete and Restore Opportunities and PipelinesThere's a 60-day recovery window if something gets removed by mistake.
- Import Opportunities from a CSV FileBring a batch of deals in at once with the right columns and mapping.
Viewing, Finding, and Organizing Opportunities
- Switch Between Board and List ViewKanban cards for pipeline health, a table for sorting, comparing, and exporting.
- Customize Opportunity Cards in Board ViewChoose up to seven fields, a display style, and which icons appear on cards.
- Filter OpportunitiesNarrow a pipeline to exactly the slice of deals you care about.
- Search for OpportunitiesFind a specific deal by name, phone, email, company, tag, or contact.
- Save Custom Views with Smart ListsSave filters, sort order, and columns so you can jump back instantly.
- Opportunities FAQQuick answers on exporting, sharing, activity history, and multiple contacts.
Automating and Forecasting
- Automate Opportunities with WorkflowsTriggers and actions that keep a pipeline accurate as deal volume grows.
- Process Multiple Opportunities per Contact in WorkflowsLet each of a contact's deals enter a triggered workflow as its own run.
- Forecast Revenue with Opportunity ForecastingSee expected revenue across your pipeline based on value, timing, and risk.
- Add Prospects to a Pipeline from the Prospecting ToolSearch for local businesses by keyword and radius, then track them as deals.