1. Create an Opportunity 

  • Navigate to the “Opportunities” section in the left sidebar.

  • Select  “Add Opportunity” in the top right corner.

  • In the pop-up form, enter the details of your Opportunity and then click Save.

    There are some mandatory fields that need to be completed:

  • Title: Name given to that particular opportunity

  • Client: The name of the company related to this opportunity.

  • Pipeline: Choose which pipeline this opportunity should fall under
    Note: Users have the option to add an additional pipeline in case you have a different sales process to handle different business use-cases. Click here to learn about Pipelines.

  • Opportunity Type: Depending on your opportunity, you can classify as hardware/software/labour.

  • Stage: Choose a stage in your sales sequence to put this opportunity under. An opportunity can be placed in any stage. I.e. Prospect, Evaluation, Quote, etc. 

  • Owner: Owner within your company that is dealing with the particular opportunity.

  • Primary Contact: The primary contact from the particular company.

  • LinkedIn Contact: Their LinkedIn profile.

  • Expected Close date: An estimated date for closing the deal offered.

  • Client PO number: The ‘Purchase Order’ number will be referred throughout the transaction process by both buyer and seller.

  • Close Probability: The probability of close is a percentage value. It indicates the probability of closing a deal.

  • Estimated value: The expected value (EV) is an anticipated value for investment at some point in the future.

  • Use Revenue/Cost of Documents: 

    If this box is checked, the cost of the opportunity will be automatically taken from the document. If it is unchecked, the cost and revenue can be manually entered into the box given. 

    (i) You can enter the number of months to calculate the cost and revenue for the opportunity in “Calculate total for # months

    (ii) Calculation of Totals and Margin:

    Total Revenue = One time revenue 

    + (Weekly revenue * 4 * Number months to calculate totals) 

    + (Monthly revenue * Number months to calculate totals) 

    + (Quarterly revenue/3 * Number months to calculate totals) 

    + (Half-yearly revenue/6 * Number months to calculate totals) 

    + (Yearly revenue/12 * Number months to calculate totals)

    Total Cost = One time cost 

    + (Weekly cost * 4 * Number months to calculate totals) 

    + (Monthly cost * Number months to calculate totals) 

    + (Quarterly cost/3 * Number months to calculate totals) 

    + (Half-yearly cost/6 * Number months to calculate totals) 

    + (Yearly cost/12 * Number months to calculate totals)

    Margin  Value = Total revenue - Total Cost 
    Margin  Percentage = (Total revenue - Total Cost) / Total revenue

    Total Revenue: 1000 + (100 * 4 * 6) + (500 * 6) + (1000/3 *  6) + (5000/6 * 6) + (10000/12 * 6) = 18400

    Total Cost: 800 + (80 * 4 * 6) + (400 * 6) + (800/3 *  6) + (4000/6 * 6) + (8000/12 * 6) = 14720
    Margin Value: 18400 - 14720 = 3680
    Margin percentage: 3680 / 18400 = 20%

  • Source: A place from where the business was obtained. For example, referrals, company events, website forms, etc. 

  • Campaign: The campaign from which this business was obtained.

 make use of Custom Fields to capture more information while creating an Opportunity. 

2. Delete an Opportunity

To delete an Opportunity from the Kanban View, click on the arrow next to the opportunity name and choose “Delete Opportunity”:

To delete an opportunity from the list view, click on the three dots on the right side of the screen, then choose “Delete Opportunity”:


  1. Deleting an Opportunity is a permanent action that cannot be undone

  2. Deleting an Opportunity will delete all documents associated with it