Create an opportunity

You can create a new opportunity from the Opportunities page.

1. 1Open Opportunities from the sidebar.
2. 2Click New Opportunity in the top right.
3. 3Pick the Company name this opportunity belongs to. If the customer doesn't exist yet, create the customer first, then come back here.
4. 4Fill in the Opportunity Name (a short description of the deal), the Amount, and the expected Stage.
5. 5Set a Contact so the opportunity is tied to a real person you're working with.
6. 6Press Save.

The opportunity now appears in your pipeline view. As the deal progresses, update the stage so the forecast stays accurate. When the deal closes, mark it as won or lost — see "mark an opportunity as won" for that flow.

If you're working from a lead that's now ready to become a real deal, don't create the opportunity manually here. Convert the lead instead; that creates the customer and the opportunity in one step.