Add an opportunity

From the pipeline board

1. 1
   Open the right pipeline

   Switch with the dropdown at the top.
2. 2
   Click "+ Add" on the first stage

   A side panel slides in.
3. 3
   Pick or create a contact

   Search by name, email, or phone. New contact details are saved to the CRM at the same time.
4. 4
   Set the value, owner, and source

   These power your reporting later.
5. 5
   Save

   The card appears on the board and the contact gets a note added to their timeline.

From a contact record

Open the contact, scroll to the Opportunities widget, and click "Add Opportunity." The contact is pre-filled, so you only need pipeline, stage, value, and owner.

From a workflow

Use the "Create / Update Opportunity" action in any workflow. Pair it with a form-submitted trigger and you have inbound leads landing on the board automatically.