How Do I Attach Sales Opportunity to a Pipeline?

You can associate a sales opportunity to an existing pipeline while creating a new sales opportunity.

To associate a sales opportunity to a pipeline:

  1. In the left Navigational Column, click the Sales Opportunities tab.

  2. Click the New Sales Opportunity button.

    New Opportunities Button

  3. Under the New Sales Opportunity section, fill the required fields.

    Note: The fields marked with * are mandatory.

  4. Under the Pipelines section, in the Pipeline Name drop-down list, select a pipeline to which you wish to associate this sales opportunity.

  5. In the Stage drop-down list, select a stage.

  6. In the Activity Set Start Date field, set the activity set start date.

    Pipelines

  7. To make the sales opportunity private, slide the Sales Opportunity Privacy toggle.

  8. Click the Save button

    The new sales opportunity is created.

Sales Opportunities

Viewing Sales Opportunities

Converting Sales Opportunities to Quotes

How to Set Stage for a Sales Opportunity?

Frequently Asked Questions