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Create an opportunity

Add a new deal to your pipeline and link it to an account.

Last updated September 20, 2026

An opportunity is a potential deal with one of your accounts. Every opportunity belongs to exactly one account, so create the account first if it does not exist yet.

Create an opportunity

  1. Open Opportunities in the sidebar and click Create Opportunity. You can also use Create Opportunity under Quick Actions on the Dashboard, or Add Opportunity on an account page.
  2. Enter the Opportunity Name, choose the Account, and enter the Deal Value ($). These three are required.
  3. Optionally set Probability (%) (0–100, starts at 0), Stage (starts at Discovery), Close Date, and Owner.
  4. Click Create Opportunity. You are taken to the new opportunity's page.

Fields

FieldRequiredNotes
Opportunity NameYesA short name for the deal, for example "Acme – Enterprise plan".
AccountYesThe company the deal is with.
Deal Value ($)YesThe total value of the deal in dollars.
Probability (%)NoYour estimate of the chance of winning, from 0 to 100.
StageNoWhere the deal is in the pipeline. See Opportunity stages.
Close DateNoWhen you expect the deal to close.
OwnerNoThe name of the person responsible for the deal.

Edit or delete an opportunity

Open the opportunity and click Edit, change the details, and click Save Changes. When editing, Probability (%) is required. To remove a deal, click Delete and then Delete Opportunity.

Deleting an opportunity also deletes the meetings associated with it. This cannot be undone.

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