The Add/Update Opportunity feature enables you to seamlessly add or update contacts in your pipeline. By selecting the contacts you wish to manage and choosing the appropriate pipeline and stage, you can streamline the process of tracking and managing your opportunities. This feature ensures that you can efficiently move multiple contacts, update critical details, and keep your opportunity list organized and clear.

Add/Update Opportunity #

Start by navigating to the Smart Lists tab inside the Contacts section, and select the desired contacts.

Open the More dropdown menu, then select Manage Opportunity.

Provide a descriptive name for this action, which will be shown in the tracking report.

Select Pipeline #

Choose the pipeline where you want these contacts to be placed from the dropdown.

Select Stage #

From the actions dropdown, select the corresponding Pipeline stage.

Additional Fields #

You can add or update other Opportunity fields by clicking “+Add Fields.”

• Status: Select the desired status for the opportunity.
• Opportunity Value: Input the estimated value of the potential sale. This value will be added to your revenue once the opportunity is won.
• Owner: Add the user who is responsible for the opportunity’s care.
• Followers: Add any users who must be notified of changes to the opportunity.
• Opportunity Source: Specify the source from which you acquired the contact.
• Opportunity Name: Enter a name for the opportunity that will be displayed on the opportunity card, distinct from the contact name.

Save #

Finally, click the Apply/Update Opportunity button to apply your updates.

This feature allows you to efficiently move multiple contacts with a single click, maintaining organization and clarity throughout your opportunity list.

Frequently Asked Questions #

How do I add or update opportunities for multiple contacts? #

Go to the Smart Lists tab in the Contacts section, select your contacts, open the More dropdown menu, and choose Manage Opportunity. Then select a pipeline and stage, set any additional fields, and click Apply/Update Opportunity.

What is the difference between the pipeline and the stage? #

The pipeline is the overall workflow where contacts are placed, while the stage is the specific step within that pipeline where the opportunity currently sits.

What additional opportunity fields can I set? #

You can set Status, Opportunity Value, Owner, Followers, Opportunity Source, and Opportunity Name by clicking +Add Fields.

What happens to the Opportunity Value when an opportunity is won? #

The estimated Opportunity Value is added to your revenue once the opportunity is marked as won.

Can the opportunity have a different name from the contact? #

Yes. The Opportunity Name field lets you enter a name shown on the opportunity card that is distinct from the contact’s name.

Why use this bulk feature instead of editing one contact at a time? #

It lets you move and update multiple contacts in your pipeline with a single action, keeping your opportunity list organized and saving time.