This guide provides step-by-step instructions on how to manually add a new opportunity to a pipeline. By following these steps, you will be able to easily track and organize your contacts, assign an owner, and specify the source of the contact. This guide is helpful for anyone looking to efficiently manage their sales pipeline and increase their chances of closing deals.

Things to keep in mind when adding a new Opportunity:
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​Get Your Contacts in Order: Before diving into adding a new opportunity, take a moment to get your contacts organized and tidy. Trust us, it'll make assigning them to the right pipeline and stage a breeze, and you'll avoid any mix-ups or headaches down the line.

Find the Perfect Opportunity Owner: Every opportunity needs a champion, someone who'll take ownership and see it through to the end. When assigning an owner, pick someone who's reliable, responsible, and has the bandwidth to nurture that contact and seal the deal.

Pinpoint the Source: Where did this fantastic opportunity come from? Was it a job board, a phone call, an email, or good old-fashioned word of mouth? Nailing down the source not only satisfies your curiosity but also gives you valuable insights into which channels are your top performers for generating opportunities. Use that knowledge to fine-tune your marketing and outreach game plan.

Tag, You're It!: Tags are your secret weapon for keeping your contacts in line. By tagging your contacts based on industry, priority level, or any other relevant category, you'll be able to track and organize them through your pipeline like a pro. Plus, it's kind of fun to come up with creative tag names!

Choose Wisely: Selecting the right pipeline and stage for your new contact is like playing a game of "Choose Your Own Adventure." But instead of ending up in a haunted mansion or outer space, you'll ensure that your opportunity is tracked accurately through your sales process. And that's crucial for forecasting and making smart strategy tweaks.

Double-Check Before You Hit "Create": You're almost there! Before you click that magical "Create" button, take a quick moment to review all the info you've entered. Think of it as a final quality control check to catch any sneaky errors or omissions that could throw off your pipeline tracking and management.

Consistency is Key: When it comes to data entry, consistency is your best friend. Make sure everyone on your team is on the same page when it comes to naming conventions and how sources and stages are categorized. Trust us, a clean and efficient pipeline is a happy pipeline!

1. Click "Pipelines"

2. Click "Opportunity"

3. Enter the Contacts Name

4. Click 'Create New Contact'

5. Select the Pipeline you want to add the Contact to

6. Select which Stage of the Pipeline they are in

7. Assign an owner ( who will be responsible for tracking this contact )

8. Click the "Enter Source" field and select the origin of the contact (Job Board, Phone, Email, Word of Mouth, etc.).

9. Add Tags to better organize and track your new Contat

10. Click "Create" when done

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