Managing Opportunities

Opportunities & Pipelines

Managing Opportunities

Opportunities are the core records within your pipelines. Each opportunity represents a potential deal and contains all the information you need to track its progress and close the sale.

Creating an Opportunity

Updating an Opportunity

Click on any opportunity to open its detail view. From here you can:

• Edit the opportunity name, value, and close date.
• Add notes and internal comments.
• View the associated contact's full profile and activity history.
• Change the assigned team member.
• Update the status to won, lost, or abandoned.

Moving Opportunities Through Stages

There are two ways to move an opportunity to a different stage:

• Drag and Drop: In board view, simply drag the opportunity card from one column to another.
• Manual Update: Open the opportunity and select a new stage from the stage dropdown.

Assigning Opportunities

You can assign each opportunity to a specific team member. This is useful for tracking who is responsible for each deal and for filtering the pipeline by team member.

• Assign during creation by selecting a team member in the opportunity form.
• Reassign at any time by editing the opportunity and changing the assigned user.
• Filter the pipeline by team member to see each person's deals.

Tip: Keep opportunity values and close dates updated regularly. Accurate data makes your pipeline reporting meaningful and helps you forecast revenue with confidence.

Need more help? Contact Lead Fuel CRM support for personalized assistance.