Create an Opportunity

Every deal worth tracking should exist as an opportunity.

Steps

1. Go to Opportunities, click + Add Opportunity.
2. Choose the contact.
3. Name the opportunity (defaults to the contact's name).
4. Select Pipeline and Stage.
5. Set Status — almost always Open.
6. Enter Opportunity Value.
7. Assign an Owner, add Followers.
8. Fill in optional details: business name, source, tags, custom fields.
9. Click Create.

A few things worth setting

Value matters for forecasting; source helps identify which channels produce closed deals; owner determines accountability.

Faster ways to create opportunities

Import a batch from CSV, or let automation create them when a lead takes a specific action.