Create, edit, and close opportunities

You can manage opportunities in two views:

Pipeline View – Manage opportunities visually by stage. Click Set up a pipeline if none exists. Drag and drop opportunities to update their stage. Use filters and search to find records.

List View – Click the List icon to switch. Configure columns, sort by fields such as expected close date, and use bulk actions.

1. Navigate to CRM → Opportunities.
2. Click Create Opportunity.
3. Enter the opportunity details.
4. Click Create.

1. In CRM → Opportunities, click Import.
2. Upload a CSV and map columns to opportunity fields.
3. Optionally map associations to existing contacts or companies.
4. Review choices, then finish the import.

1. Go to CRM → Opportunities.
2. Click on the opportunity.
3. Click any editable field in the left panel.
4. Make changes and click away to save.

1. Go to CRM → Opportunities.
2. Switch to the list view.
3. Click the action menu for the opportunity.
4. Select Edit opportunity.
5. Update fields and click Save.

Drag the opportunity to the Closed Won or Closed Lost column.

Open the opportunity and click Closed Won or Closed Lost at the top.

Open the opportunity and change the Stage field to Closed Won or Closed Lost.