Creating a Pipeline Opportunity

1. Navigate to Pipelines from the main menu.
2. Select All Opportunities.
3. Select ADD OPPORTUNITY.
4. Fill out the form. Optional fields stay hidden until you select ADD A DIVISION, SET A PROBABILITY, ADD A REFERRAL or LINK AN ORDER OR FORM SUBMISSION.
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 Label	Type	Required	Description
Opportunity Name	Text Field	Yes	Name or label of the opportunity.
Opportunity Owner	Dropdown Field	Yes	Identifies the specific contact responsible for managing the opportunity. Opportunity owners are derived from the Instance's CRM database.
Pipeline	Dropdown Field	Yes	The pipeline that the opportunity belongs to.
Stage	Dropdown Field	Yes	The pipeline stage associated with the opportunity.
Target Conversion Date	DateTime Field	Yes	The date and time the sale or deal is expected to be finalized. This field is used for reporting.
Value	Numeric Field	Yes	Captures the estimated financial worth of the opportunity.
Contact	Dropdown Field	No	Links a specific person from the CRM to the opportunity.
Company	Dropdown Field	No	Links a specific organization from the CRM to the opportunity.
Lead Source	Dropdown Field	No	Tracks where the lead originated, such as a website or marketing campaign. Values are populated from pipeline system fields.
Lead Referred By	Dropdown Field	No	Identifies the specific contact responsible for referring the lead. Values are populated from CRM Contacts.
Lead Referred By Company	Dropdown Field	No	The CRM company that referred the lead.
Probability	Numeric Field	No	Estimates the percentage chance that the deal will close successfully.
Division	Dropdown Field	No	Categorizes the deal by a specific business unit or department. Values are populated from pipeline system fields.
Order	Dropdown Field	No	The ecommerce order to which you want to relate the opportunity.
Form Submission - Database Item ID	Input Field	No	Links the opportunity to a specific form submission or record ID from an 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 Options include: Open Won Lost Withdrawn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