New Opportunity
An Opportunity is a qualified prospect with a real chance of becoming a customer — one where you can point to a need your product meets and estimate what the business is worth. It is the stage where a conversation becomes a forecastable number.
Where to find it
Go to CRM > New > Opportunity.
Field reference
| Field | Description |
|---|---|
| Customer or Lead | Who the opportunity is with. It can attach to either. |
| Opportunity Name | What the deal is. |
| Estimated Value | The volume of business expected. This is what pipeline totals are built from. |
| Stage | Where it sits in the funnel. |
| Expected Close Date | When you expect to win or lose it. Drives forecasting. |
| Probability | How likely it is to close, used to weight the forecast. |
| Assigned To | Who owns the deal. |
| Source | Where it originated. |
An opportunity should be a good fit for what you actually sell. Recording deals you cannot service inflates the pipeline and makes the forecast worse rather than better — qualifying out is as valuable as qualifying in.
Where opportunities lead
| Next step | When |
|---|---|
| Estimate | They want indicative pricing. |
| Proposal | They want a formal written offer. |
| Quotation | They want a priced offer that can convert straight into an order. |
Related pages
- Opportunities List — manage the pipeline
- Opportunity View — the full record
- New Lead — the stage before
- Opportunities Import — loading a pipeline in bulk