Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.
Follow this path in your workspace
Opportunities → Pipelines → Add Opportunity
Step by step
- 01
Open Opportunities, select Pipelines, and create a pipeline whose stages match real sales milestones such as New Lead, Booked Call, Proposal and Closed.
- 02
Return to the Opportunities board and choose Add Opportunity.
- 03
Select the primary contact, then enter the opportunity name, pipeline, stage, status, value and expected close information.
- 04
Assign the responsible owner and any followers, add useful notes or tasks, then choose Create so the card appears on the board.
- 05
Move the card only when the customer reaches the next milestone; use filters for pipeline, owner, campaign or timeframe and always record a lost reason before closing an unsuccessful deal.
Small details that make this work better
- Stages should represent customer progress, not employee activity.
- Avoid using one pipeline for unrelated sales motions.
- Review stale opportunities weekly.