How to create an Opportunity

Opportunities are typically created by converting Leads, but there will be times when you'll need to create a single Opportunity outside a common sales process.

How to add a new Opportunity

  1. Click the Add New Item (+) button at the top of the page and select Add New Opportunity.

  2. Enter a name for the Opportunity.
    A best practice is to set up a consistent naming pattern for records like Opportunities and Projects to include information like a customer name, the product or service, and an estimated closing date. This will make it easier to search for and view in a list. For example: Company Inc. | 50 Units | April 2017

  3. Complete the other fields on the page. These include:
    Organization - The Organization that you're closing the deal with.
    Category - Insightly admins can add or remove categories in System Settings.
    Probability of Winning - The probability that the deal will be won. This is a percentage and must be a number from 0 to 100.
    Forecast Close Date - This is the date you predict the deal will be completed.
    Opportunity Value - Select the currency and enter whole numbers (no commas or decimal points).
    Custom fields - Insightly admins can add or remove custom fields in System Settings.

  4. Click Save or Save & New to start another new Opportunity.

Adding from a Contact or Organization record

It's a good practice to create Contacts and Organizations that will be related to your Opportunity before creating the Opportunity itself.

If you have an existing Contact or Organization record that will be related to this Opportunity, you can add a new Opportunity by clicking the Actions menu and selecting Add New Opportunity. This will automatically link the Opportunity to the record you were working with.

If you are working with a Contact record, the Primary Linked Organization related to the Contact will automatically populate the Organization field of the Opportunity record you are creating.

If you are adding an Opportunity through an Organization record, that Organization will populate the Opportunity’s Organization field.

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