Infinity3 Help Centre

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.