> ## Documentation Index
> Fetch the complete documentation index at: https://docs.etho.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunities

> Create deals and move them through your sales pipeline

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

## Create an opportunity

<Steps>
  <Step title="Choose a pipeline">
    Open **Connect > Opportunities** and select the pipeline you want to work in.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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](/modules/settings/pipelines), and maintain opportunity labels in [Settings > Labels](/modules/settings/labels).


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