How to Create a New Opportunity

Overview:
Opportunities help you track potential sales and manage leads through your pipeline. This guide walks you through creating a new opportunity.

Steps:

1. Click on the "Opportunities" tab in the left-hand sidebar.

2. Click the "+ Opportunity" button at the top right.

3. Enter the contact's details, select the pipeline and stage, and add a value for the opportunity.

4. Assign the opportunity to a user or team member if needed.

5. Optionally add notes related to the opportunity.

6. Click "Save" to create the opportunity.