---
title: Add an opportunity to your pipeline in Infinity3
description: "Create an opportunity when you want to track a potential sale separately from the customer’s contact record. #### Before you start You’ll need access to **Opportunities**, a suitable pipeline and the customer’s details. #### Create an opportunity 1. Open **Opportunities**.…"
url: "https://www.infinity3.co.uk/help/add-an-opportunity-to-your-pipeline-in-infinity3/"
updated: "2026-10-07"
category: "Infinity3 Platform / Opportunities & Pipelines"
---

# Add an opportunity to your pipeline in Infinity3

Create an opportunity when you want to track a potential sale separately from the customer’s contact record.

#### Before you start

You’ll need access to **Opportunities**, a suitable pipeline and the customer’s details.

#### Create an opportunity

1. Open **Opportunities**.
2. Check whether the deal is already recorded.
3. Click **Add Opportunity**.
4. Select the customer as the primary contact, or enter new contact details where available.
5. Give the opportunity a clear name, such as “*Website project - Acme Ltd*”.
6. Select the pipeline and current stage.
7. Set the status to **Open** for an active enquiry.
8. Enter the estimated value if known.
9. Assign an owner and complete any relevant fields.
10. Click **Create** or the save button shown.

#### Check the record

Find the opportunity in its selected pipeline and open it to confirm the contact, owner, stage and value.

Create a follow-up task on the linked contact if someone needs to take the next step.

#### Things to know

- A contact stores customer information; an opportunity tracks a particular deal.
- Opportunity value is an estimate, not proof of payment.
- Workflows may already create opportunities automatically, so check before adding another.

If the opportunity is missing, check the selected pipeline, status filters and your access permissions.