Create an opportunity

Opportunities are created from a lead, so every deal keeps its full history.

1. 1
   Start from the lead

   On the lead’s page, go to Opportunities and click Convert to opportunity. Or, in a campaign’s lead table, choose Convert to Opportunity from the row’s menu.
2. 2
   Fill in the deal

   Choose the pipeline and stage, and enter the amount, how it’s billed, and the expected close date.
3. 3
   Add people and notes

   Pick the owner (you by default) and an optional contact, and add notes.

The lead stays in its campaign. Converting just adds a deal.

The board

Open Opportunities to see your deals as a Board or List. Drag cards between stages, switch pipelines with the tabs, filter by owner, and turn on Needs attention to see deals that need a nudge.