Insites Docs Instance PipelinesPipeline OpportunitiesCreating a Pipeline Opportunity

Creating a Pipeline Opportunity

Last updated on October 09, 2024.

To create an opportunity:

  1. Navigate to Pipelines from the main menu.
  2. Select Opportunities.
  3. Select ADD OPPORTUNITY.
  4. Fill out the form for creating an opportunity.
  5. Select ADD OPPORTUNITY.

Note that you can only add opportunities to active pipelines. The field descriptions and requirements for an opportunity are as follows:

Input LabelTypeRequiredDescription
Opportunity Name Text Field Yes Name or label of the opportunity.
Opportunity Owner Dropdown Field Yes Owner of the opportunity. Values are derived from the list of administrators on the Instance.
PipelineDropdown FieldYesThe pipeline that the opportunity belongs to.
StageDropdown FieldYesThe pipeline stage associated with the opportunity.
Target Conversion DateDateTime FieldYesThe date and time the sale or deal is expected to be finalized. This field is used for reporting.
ValueNumeric FieldYesThe projected monetary value of the opportunity.
ContactDropdown FieldNoCRM Contact associated with the opportunity.
CompanyDropdown FieldNoCRM Company associated with the opportunity.
Lead Source Dropdown Field No Source of the lead. Values are populated from pipeline system fields.
Lead Referred By Dropdown Field No Contact that referred the lead. Values are populated from CRM Contacts.
Probability Numeric Field No The probability that the lead will result in a sale or deal.
Division Dropdown Field No Division associated with the opportunity. Values are populated from pipeline system fields.
Order Dropdown Field No The ecommerce order to which you want to relate to the opportunity.
Form Submission - Database Item ID Input Field No The ID of the database item to which you want to relate to the opportunity. Generally, this is the form submission of the inquiry.
Status Radio Button Group No

The status of the opportunity. Options include:

  • Open
  • Won
  • Lost
  • Withdrawn
Won Reason Dropdown Field No The reason the opportunity was won. This field appears when 'Won' is selected in 'Status' and is populated from the pipeline system fields. You can require users to provide a 'won' reason via pipeline configurations. For more details, see: Requiring users to provide a 'won' or 'lost' reason for an opportunity
Lost Reason Dropdown Field No The reason the opportunity was lost. This field appears when 'Lost' is selected in 'Status' and is populated from the pipeline system fields. You can require users to provide a 'lost' reason via pipeline configurations. For more details, see: Requiring users to provide a 'won' or 'lost' reason for an opportunity
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