> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autocampaign.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunities

> Track every deal on a board or list, work it from the side panel, and see win rates and forecasts in Pipeline reports.

## Overview

An [opportunity](/getting-started/glossary#opportunity) is a potential sale, booking
or deal. You move it through the stages of a [pipeline](/crm/pipelines) until it is
**Won** or **Lost**. It can carry a value, an owner, a linked
[contact](/contacts/overview), tags, custom fields, next-step tasks, comments and attachments.

<Tip>
  **In short:** 1) Click Add Opportunity and fill in the essentials. 2) Drag the
  card between stages as the deal progresses. 3) Mark it Won or Lost.
</Tip>

Find them under **CRM → Opportunities**: **All** (`/opportunities`),
**My Opportunities** (`/opportunities?mine=1`) and **Reports** (`/opportunities/reports`).
Each opportunity also has a full page at `/opportunities/<id>`.

<Info>
  **Time to complete:** \~3 minutes to create a deal  ·  **Difficulty:** Beginner
   ·  A **Sales Pipeline** (New Lead · Contacted · Qualified · Proposal · Won · Lost)
  is created the first time anyone opens Opportunities.
</Info>

## Before you start

Check what your role lets you do:

* **Owners, Admins and Managers** can create, edit, delete and comment on opportunities, and customize pipelines.
* **Agents** can create, edit and comment, but not delete or change pipelines.
* **Viewers** can only look. See [Users & roles](/getting-started/users-roles).

## Switch between board and list views

Click the pipeline name in the header to switch pipelines. Owners, Admins and
Managers also see **New Pipeline** and **Customize pipeline** there. Beside it:
**Total value**, **Weighted** (value × probability), **Opportunities**, **Open**,
**Won**, **Lost**.

The toolbar has **Search opportunities…** and a **Filter** menu (Stage, Status,
Owner, Priority, Source, Value range, Expected close range). Next to it are quick
filters (**My opportunities**, **Open**, **Won**, **Lost**, **Closing soon** — open
deals closing within 7 days) and a **Board** / **List** toggle.

* **Board** — one column per stage with count and value. Drag cards between
  stages; columns load 25 cards then **Load more**. **Add Opportunity** under a
  column pre-selects that stage.
* **List** — columns **Opportunity**, **Contact**, **Stage**, **Value**, **Owner**,
  **Close**, **Next step**, **Priority**. Stage, value, owner, close date and
  priority edit in place. **Columns** lets you show, hide or drag to reorder columns
  (including custom fields) and **Create field**.

Search, filters, sort, page and view are part of the web address, so you can share
any view by copying the link. Column layout is remembered per pipeline in your browser.

## Create an opportunity

<Steps>
  <Step title="Open the dialog" icon="plus">
    Click **Add Opportunity**, or **Create opportunity** on a contact's
    **Opportunities** tab or in an inbox thread header.
  </Step>

  <Step title="Fill in the essentials" icon="pen">
    **Opportunity name** (required), **Contact**, the pipeline · stage line (click
    **Change** to pick another), **Value**, **Expected close** and **Owner**.
  </Step>

  <Step title="Add more details (optional)" icon="list">
    **Add more details** reveals **Company**, **Priority** (Low / Medium / High),
    **Probability**, **Source** (suggestions: Website, Referral, Campaign, Inbox,
    Form, AI Employee, Other), **Tags**, custom fields and **Notes**. Required
    custom fields must be filled first.
  </Step>

  <Step title="Save" icon="check">
    Click **Create opportunity**. It opens in the side panel.
  </Step>
</Steps>

## Work a deal in the side panel

Click a card or row to open the panel; **Open full page** shows the same view at
its own web address. Everything edits in place:

* **Header** — status, days in stage, name, value and the weighted amount
  (value × the deal's probability, or the stage default).
* **Fields** — **Stage**, **Owner**, **Close date**, **Priority**, **Contact**, **Company**,
  **Probability**, **Source**, and **Lost reason** once lost. Custom fields sit under
  **Fields** with a ⋮ menu: **Edit field**, **Hide field**, **Delete field**.
* **Notes**, **Tags** and **Attachments** (drag files in or **Add attachment**; 25 MB
  per file, program files such as `.exe` refused).
* **Next steps** — type in **Add a next step…**, set a due date and assignee, tick to
  complete. Overdue tasks show red on cards and rows.
* **Comments** — plain text; **Send** or Ctrl/Cmd + Enter; edit or delete your own.
  AI Employee notes show the agent's name with **(AI)**.
* **Activity** — every change with before/after values: moves, value, owner,
  tags, tasks, attachments and field updates.

<Note>
  `@name` in a comment is highlighted but doesn't notify anyone. The panel moves a
  deal between stages of its own pipeline only.
</Note>

## Win, lose and reopen

Move a deal to **Won**: its status becomes Won, a conversion with the deal's value
is recorded, and the team gets an **Opportunity won** notification. Move it to
**Lost** and **Why was this opportunity lost?** asks for a reason from your
workspace list and/or a note, then **Mark as lost**. Dragging back to an open
stage reopens the deal and cancels the recorded conversion.

## Who gets notified

Members get **Opportunity assigned to you** when they become owner. They get
**Next step assigned to you** when a task is created for or assigned to them, and
**Opportunity won** when any deal closes. See [Notifications](/analytics/notifications).

## Create opportunities automatically

* **Lead forms** — turn on **Create an opportunity** in the follow-up step and pick
  a pipeline. Submissions create a deal with source `Form` unless the contact
  already has an open one there. See [Lead forms](/growth/lead-forms).
* **Inbox** — **Create opportunity** in the thread header pre-links the contact. See [Inbox](/inbox/overview).
* **Workflows** — triggers and actions are listed on [Pipelines](/crm/pipelines).
* **AI Employees** — Sales skills **Create Opportunity**, **Update Opportunity** and
  **Add Opportunity Note** act only on the conversation's contact and their current
  open deal (source `AI Employee`). See [AI Employees](/automation/ai-employees).

## Read the pipeline reports

**CRM → Opportunities → Reports** covers one pipeline at a time. Pick the
**Pipeline** and a date range (default: last 30 days); both stay in the web address.

* **Headline numbers** — **New deals**, **Open value**, **Won**, **Lost**, **Win rate** (won ÷ won + lost) and **Expected revenue**.
* **Deals by stage** — where every live deal sits right now.
* **Stage conversion** — of deals created in the period, the share that moved on from each open stage, ending at Won.
* **Forecast** — open deals by expected close month with **Open value** and
  **Expected revenue** (weighted by probability); undated deals sit under **No close date**.

## FAQ

<AccordionGroup>
  <Accordion title="Where does the probability come from?">
    The deal's own **Probability** if set, otherwise the stage default (Won 100%,
    Lost 0%). Stages you add have no default, so set it per deal.
  </Accordion>

  <Accordion title="Can a contact have several opportunities?">
    Yes. See the contact's **Opportunities** tab. Automations and AI Employees only
    touch the contact's most recently updated open deal.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Why can't I drop a card on Lost?">
    Lost needs a reason. Pick one or type a note, then **Mark as lost**.
  </Accordion>

  <Accordion title="Why is my custom field column missing?">
    New fields start hidden in the list. Switch them on under **Columns**. Fields
    that belong to another pipeline never appear.
  </Accordion>
</AccordionGroup>

<Card title="Shape your pipelines" icon="diagram-project" href="/crm/pipelines">
  Stages, value labels, custom fields, lost reasons and automations.
</Card>