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An opportunity records a potential sale and the work needed to close it.

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Create an opportunity

1

Choose a pipeline

Open Connect > Opportunities and select the pipeline you want to work in.
2

Add the record

Select Create opportunity. Enter a name and an email address or usable phone number, then choose a stage. Add an owner, labels, project, value, close date, and notes as needed.
3

Track progress

Open the record to review Overview, Meetings, Tasks, Notes, and Files. Use List or Board to view the pipeline. In Board view, move opportunities between stages as the sale progresses.

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Import opportunities

Open More opportunity actions > Import opportunities and choose an available import method: Agent, GoHighLevel, or CSV. The CSV import adds contact details as opportunities in the selected pipeline. Configure stages and movement rules in Settings > Pipelines, and maintain opportunity labels in Settings > Labels.