Add a job to your pipeline, give it a value, and move it along as it progresses, so you always know what work is coming in.
Add an opportunity #
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Opportunities → + Add opportunity
Click + Add opportunity at the top right.
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Fill in the details
Choose the contact, give it a name (for example “Roof clean, 12 High St”), pick the pipeline and stage, and enter the Opportunity Value, the price of the job.
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Choose the owner
Pick who on your team is looking after it, then create the opportunity.
Move it along #
- Drag the card to the next stage on the board.
- Or open the card and change the stage in the dropdown.
Mark it won or lost #
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Open the opportunity
Click the card.
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Change the status
Set it to Won when the job is booked, or Lost if the customer said no. Add a lost reason, so you can see later why jobs slip away.
Good to know #
- Always add a value. The total at the top of each stage then shows how much work is in each part of your pipeline.
- Use Abandoned for leads that went quiet, so they stay separate from real no’s.
- New opportunities start as Open.
- Deleting a contact also removes the link to its opportunity, so mark it lost instead.