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Create an Opportunity

What this does​

This guide explains how to create an opportunity in Franmantra CRM.

Before you start​

Steps​

  • Create a contact first if you want to create the opportunity from an existing contact.
  • Make sure the pipeline is published.
  • Make sure the pipeline has stages, because opportunities are added based on pipeline stages.

1. Create Opportunity via Existing Contact​

  1. Click the “+ deals” card.

    Pipeline page with the add opportunity buttonPipeline page with the add opportunity button

  2. In the Contact field, start typing the contact’s name or email and pick the desired contact from the dropdown.

    Opportunity form with the Contact field openOpportunity form with the Contact field open

  3. The email and phone fields auto-populate from the selected contact.

  4. Fill in or adjust the remaining fields: Opportunity Name, Expected Revenue, and Close Date.

  5. Click Create to save the opportunity.

    Opportunity form populated from the selected contactOpportunity form populated from the selected contact

2. Create Opportunity Manually​

  1. Click the “+ deals” card.

  2. Leave the Contact dropdown empty.

  3. Enter details manually:

    • Opportunity Name – Descriptive name for the deal.
    • Email – Prospect’s email.
    • Phone – Prospect’s phone number.
    • Expected Revenue – Projected revenue amount.
    • Close Date – Expected closing date (pick from date picker).
    Create opportunity form for entering a new contactCreate opportunity form for entering a new contact

3. Update Opportunity Stage​

Drag and drop an opportunity card from one status column to another to reflect its current stage.

Opportunity card being moved to a different pipeline stageOpportunity card being moved to a different pipeline stage

4. View & Edit Opportunity Details​

  1. Click on an opportunity card.
Opportunity edit form opened from the pipelineOpportunity edit form opened from the pipeline

  1. A side panel opens where you can review and edit information such as notes, tasks, and attachments.

    Opportunity detail panel with view and edit controlsOpportunity detail panel with view and edit controls

5. Switch Between Opportunity & Pipeline Views​

Use the tabs at the top of the board to toggle between Opportunity (card view) and Pipeline (list/forecast view).

Pipeline view with the Opportunity and Pipeline tabsPipeline view with the Opportunity and Pipeline tabs

. Tips & Best Practices​

  • Keep opportunity names concise and descriptive.
  • Regularly update stages to keep the pipeline accurate.
  • Utilize filters in the search bar to focus on high-priority deals.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.