Add a new opportunity

Track a lead or deal in your pipeline.

Updated Oct 4, 2026

1. 1

   Open Opportunities from the left menu.

2. 2

   Select Add Opportunity.

3. 3

   Search for the contact or create a new one.

4. 4

   Name the opportunity and choose the pipeline and stage.

5. 5

   Enter the deal value.

6. 6

   Select Create.