Opportunities – Getting Started
What is Opportunities?
Opportunities help you track potential revenue throughout your sales process. You can link opportunities to CRM records, including contacts and companies, to keep information organized and up to date.
Why is Opportunities important?
Managing opportunities lets you visualize, organize, and act on deals across different pipeline stages. It helps you monitor progress, forecast revenue, and ensure timely follow-ups with associated contacts or companies.
What's included
- Pipeline View to manage opportunities by stage
- List View with sortable and filterable data
- Opportunity Profile Page with a detailed timeline and linked CRM records
- Manual and Automated Creation of opportunities
- Editable Fields in both profile and table views
- Flexible Closing Options for won or lost deals
- Value analytics – total value of opportunities broken down by stage to help you understand your pipeline and forecast revenue
How to access opportunities
- Go to
CRM→Opportunities. - You'll land on the Pipeline View. Use the List icon to switch to a sortable, filterable table.
What's in this section
- Create, edit, and close opportunities – Create from the page or import CSV; edit from profile or table view; close won/lost in pipeline, profile, or stage field.
- Pipeline setup – Set up a pipeline, add and remove stages, add or remove pipelines, and use close probability for forecasting.
- Opportunity automations – Create opportunities from webchat, trigger campaigns by stage, and move opportunities to a stage when a meeting is booked.
Frequently Asked Questions (FAQs)
What is the currency for the opportunity amounts?
The currency follows your Business App's configured currency settings.
Can I import opportunities with CSV? What fields are supported?
Yes. Go to CRM → Opportunities → Import and upload a CSV. You can map columns to standard fields (name, amount, stage, expected close date, owner, etc.) and to your custom fields. You can also map associations to existing contacts or companies.
Will importing update existing opportunities?
If you choose to update matches, rows that match by ID or external ID will overwrite the mapped fields on those records. Export a backup first if you're unsure.
Which automation actions are available for opportunities?
You can create tasks, notes, and logged calls tied directly to an opportunity, update fields, and move an opportunity to a specific stage as part of an automation.
How do I create a pipeline for my opportunities?
Go to CRM → Opportunities, then click Set up a pipeline and follow the prompts. See Pipeline setup for details.
Can I automate the creation of opportunities?
Yes. You can use the automation builder to trigger opportunity creation when specific conditions are met. See Opportunity automations.
How do I close an opportunity?
You can close an opportunity via the pipeline view, profile page, or by updating the stage field to Closed Won or Closed Lost. See Create, edit, and close opportunities.
Can I associate an opportunity with more than one contact or company?
Yes. Opportunities can be linked to multiple contacts and companies. Logged activities appear on all linked records.
How do I edit an opportunity?
Edit from the profile page by clicking the field, or from the table view using the action menu. See Create, edit, and close opportunities.
Can I filter opportunities by stage?
Yes. Both pipeline and list views support filters for opportunity stage and other fields.
How do I customize the columns in the list view?
Use the column configuration options in the list view to choose which fields to display.
Are activities synced across linked records?
Yes. Activities logged on an opportunity are also shown on linked contacts and companies.
Can I bulk update opportunities?
Yes. Use the bulk action tools in the list view to update multiple records at once.