Instance · Pipelines
Pipeline Opportunities
Last updated 5 November 2026
An opportunity is one deal in a pipeline, with its stage, status, value, people and reasons. You can see opportunities in a list or as cards on a board. This section shows you how to create, manage, import and export them.
- Pipeline Opportunities IntroductionWhat an opportunity holds.
- Creating a Pipeline OpportunityAdd an opportunity.
- Managing Pipeline OpportunitiesUpdate, move, win and lose opportunities.
- Importing and Exporting Data for Pipeline OpportunitiesMove opportunities in and out with CSV files.
- Pipeline Board ViewMove cards between stages on the board.