Creating Opportunities from the Opportunity Manager

Opportunities are created and added to the Pipeline to monitor progress across deal stages in the sales process. 

You can track the estimated revenue, estimated close date, and the contacts included in a specific opportunity. In Lead Gen & CRM, opportunities are represented as cards in the Pipeline and can be easily moved to a different deal stage as the opportunity moves across the sales process timeline.

This article will show you how to create opportunities and edit existing opportunities from the Opportunity Manager. 

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Article Contents

• Creating from the Opportunity Manager
• Editing Opportunities

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Creating from the Opportunity Manager

You can create opportunities from the Opportunity Manager. To create opportunities, start from the Sales > Opportunity Manager page in the left toolbar.

1. Click + Opportunity.
   
   

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2. Select either of the following:
   
   

   	Option		Description
   	Select a Contact		Uses a contact that already exists in the Contact Manager. Search for the contact by entering different contact fields.
   	Create a New Contact		Adds a new contact to the Contact Manager. Enter the relevant information into the contact fields.

   
   
   
3. Fill out the fields within the selected category. 
4. Click Continue. 
   
   

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The opportunity drawer will appear. Make sure to fill out all required fields and then click the Save button at the bottom of the page.

If you do not see the opportunity in the Opportunity Manager after it has been created, double-check that you have saved the opportunity details correctly. 

Editing Opportunities

You can edit created opportunities as necessary. To edit opportunities, start from the Sales > Opportunity Manager page in the left toolbar.

1. Locate the desired opportunity and click     Options > Edit.
   
   

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2. Edit notes, fields, and products as necessary in the Overview tab. 
3. Add or edit tasks as necessary in the Tasks tab.
4. Add, edit, or remove opportunity contacts as necessary in the Contacts tab.
5. Review past communications or communicate with contacts in the Communications tab.
6. Click Save. 
   
   

   Click to enlarge.

To take action with existing opportunities, refer to the following articles: 

• Archive and Restore an Opportunity
• Exporting Opportunity Fields from the Sales Pipeline 
• Export Opportunity Fields from the Opportunity Manager