How to Manage Opportunities

Before you start

• Have a pipeline created first
• Have at least one contact added

Step-by-step

1. 1

   Create an opportunity

   Open a contact and click Create Opportunity. Pick the pipeline and the starting stage. Add an estimated value if you know it. The opportunity now appears as a card on your pipeline board.

2. 2

   Move opportunities between stages

   On the board, drag a card to the next stage. You can also open the opportunity and change the stage from a dropdown. Moving a stage can trigger a workflow automatically, like sending a follow-up message.

3. 3

   Add notes and set a value

   Open an opportunity and add a note after every conversation. Set or update the value based on what the lead is likely to pay. Notes keep your team in sync and the value feeds your pipeline reporting.

   Add a note after every call, even if it is one line. Future you will thank present you.

4. 4

   Find stuck deals

   Use filters on the board to find opportunities that have been in a stage too long, or that have no activity for a week. These are your stuck deals. Reach out to them first.

Troubleshooting

Best practices

• Update opportunity value as you learn more about the deal
• Add a note after every contact attempt
• Review stuck deals weekly

Next steps

• Read Creating Your First Workflow to automate follow-up
• Read Automating Lead Follow-Up to reply instantly
• Read Understanding Reporting to track pipeline value

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Frequently asked questions