Add or edit an opportunity

An opportunity is a deal you hope to win with a company.

Add an opportunity

Select New opportunity on the pipeline list, or New > New opportunity from any screen. From a company's page the company is filled in for you.
Choose the Company and type a Name for the deal (both required).
Enter the Estimated monthly revenue and the Expected close date.
Check the Stage and the Owner. If a partner brought the deal, choose them under Referral partner / reseller.
Select More fields for the annual revenue, Probability %, Product / service, Proposed pricing, the Next action and its Follow-up date, and Notes.
Select Create opportunity.

Leave Probability % empty to use the stage's usual chance of winning. A number you type is kept and shown as "set by hand".
Changing the stage here can take a Stage change note, kept in the deal's stage history. A lost stage needs a Loss reason.
Once a deal is closed, only a finance administrator can change its amounts, expected close date and reseller.
To edit a deal, open it and select Edit, then Save changes.