How to create an opportunity

Opportunities can be created by converting leads, but there will be times when you'll need to create a single opportunity outside a common sales process.

It's a good idea to create contacts or organizations that will be related to your opportunity before creating the opportunity itself.

To add a new opportunity:

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

    Add_opp4.png

  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.
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