An opportunity is a live deal — create it, move it along the pipeline as it develops, and close it out won or lost.
Before you start
- Pick the company you are working in and the Scope level for the deal.
- Have the linked account, contact or lead ready if you want to attach them.
- Know the expected value and close date if you can, though both are optional.
Steps
- Open CRM → Opportunities and select New Opportunity.
- Set the Scope level (required) plus any parent scope it needs.
- Enter the Name (required, up to 180 characters).
- Optionally add a Description (up to 1,200 characters), an Amount, a three-letter Currency code, a Probability from 0 to 100, and an Expected close date.
- Optionally link the Lead, Account and Contact, and set an Owner who is an active member of this company.
[screenshot: New opportunity form]
- Save. The opportunity opens at the first stage — stage and status are managed by the system, not typed on the create form.
- As the deal develops, change the Stage through the pipeline: New → Qualified → Quote ready → Negotiation, then Won or Lost.
[screenshot: Opportunity stage selector]
- When the outcome is decided, mark it Won or Lost. On a loss you may record a Lost reason (up to 1,000 characters) explaining why.
[screenshot: Mark won or lost with lost reason]
Result
The opportunity reflects its current stage in the pipeline and, once closed, shows as won or lost with any lost reason recorded. Won and open deals feed the sales dashboard and forecast.