Create an opportunity
Click «New opportunity» on the CRM board, choose the contact, enter the title and value, and save it in the pipeline's entry stage.
People with the «CRM» permission in edit mode. With view mode you can open the board and the opportunities, but not change them.
Needs the , or a trial.
A sale worth chasing deserves a place where the whole team can see it. Creating an opportunity puts it on the board, in the first stage of a , with its value and the date you expect to close it.
Create the opportunity
Landmark Venues has phoned about their wedding. Let's record it.
- Open the board Go to «Others» → «CRM», check the pipeline selector shows the right pipeline, and click «New opportunity».
- Choose the client In «Contact», search for Landmark Venues. You can pick one person or one company, not both.
- Name it In «Opportunity title», type “Landmark Venues wedding”. It's required.
- Add the value In «Value», enter 8,400. It's stored in your account's currency.
- Check the stage «Pipeline stage» starts on the . Leave «Lead», or pick another open stage.
- Add the date and tags Set the «Expected close date». Leave «Probability» empty to take the stage's, and add any «Tags».
- Save Click «Save opportunity».
«Opportunity created» appears and the card shows in its column. A few things happened along the way:
- It got a code such as OPP-2026-00042, numbered per account and year.
- It's «Open» in the stage you chose. Its «Timeline» starts with the first time you move it.
- Without a value, its amount is 0.
- If your account had no pipeline yet, Filmo created the «Sales» pipeline first.
- The «Pipeline» field only appears when there's more than one active pipeline.
Note: The dialog doesn't have currency, description, owner or . They're filled in when the opportunity comes from «Emails», NEO, a workflow or the public API. You add the team afterwards, from «Assigned staff».
What happens next
- Move it as the sale progresses. See Move an opportunity to another stage.
- Link the quote and the order when you prepare them. See Link an order, quote or project to an opportunity.
- Close it when the client decides. See Mark an opportunity as won or lost.
Other ways to create an opportunity
From a contact's page
Open the contact, go to the «Opportunities» tab and click «New opportunity». The contact is already filled in.
From an email
In «Emails», the thread's «Create opportunity» button creates it from the message. See Create an opportunity from an email.
With NEO, a workflow or the public API
They can fill in everything the dialog does, plus the currency, description, owner, source and campaign. See Automate opportunities with workflows and NEO.
Warning: When an opportunity is created without saying which pipeline (from «Emails», an email label without a pipeline, NEO, a workflow or the API), it goes to the «Sales» pipeline whenever it exists, even if another pipeline is marked as default. An opportunity can't change pipeline afterwards, so create it from the board when it belongs elsewhere.
Track where opportunities come from
An opportunity can record how it arrived: a source from a fixed list, a free-text detail and, for digital campaigns, the campaign, UTM source and UTM medium. Over time, that tells you which channels bring in business.
| Field | Values | Filled in by |
|---|---|---|
| Source | Inbound email, Web form, Referral, Cold outreach, Event, Social media, Existing customer, Partner, Other | Creating it from «Emails» (always Inbound email), NEO, workflows and the public API |
| Source detail | Free text, up to 200 characters | From «Emails», “Thread” and an internal identifier. Otherwise, whatever NEO, the workflow or the API sends |
| Campaign, UTM source and UTM medium | Free text, up to 200 characters each | NEO, workflows and the public API, only when it's created |
- You can't fill these in on screen, so opportunities created from the board or a contact's page start without a source.
- The «Summary» card shows the source and its detail with the internal value, such as
inbound_email, not its name. - Campaign and UTM fields aren't shown on the opportunity page and can't be changed after creation.
- The board can't filter by source; NEO, workflows and the public API can search by it.
If you see an error
| Message | What to do |
|---|---|
| Could not create, with «No tienes permiso para realizar esta acción» (shown in Spanish) | You don't have the «CRM» permission in edit mode. Ask an administrator. |
| Opportunity created with warnings | A tag wasn't assigned. Add it from the opportunity page. |
| You don't have any pipelines yet | Filmo is creating the default pipeline. Reload in a few seconds. |
Frequently asked questions
Not on screen. The owner is set automatically when you create it from «Emails», or by NEO, a workflow or the public API. Add the people working on it in «Assigned staff».