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Opportunity Creation in Pipeline

note

This guide assumes you are already logged in to Franmantra and have navigated to Pipeline → Opportunity.

Overview​

Franmantra lets you add new opportunities in two ways:

  1. Select through an existing Contact – Quickly create an opportunity linked to a saved contact.
  2. Manually enter details – Input all opportunity information from scratch.

1. Create Opportunity via Existing Contact​

  1. Click the “+ deals” card.

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

    Select existing contactSelect existing contact

  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.

    Populate remaining fieldsPopulate remaining fields

  5. Click Create to save the opportunity.

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).
    Manually create opportunityManually create opportunity

3. Update Opportunity Stage​

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

Manually create opportunityManually create opportunity

4. View & Edit Opportunity Details​

  1. Click on an opportunity card.

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

    Manually create opportunityManually create opportunity

5. Delete or Archive an Opportunity​

  1. Open the opportunity details panel.

  2. Click ⋯ (more options) and select Delete or Archive.

  3. Confirm the action.

    Manually create opportunityManually create opportunity

6. 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).

Manually create opportunityManually create opportunity

7. Notifications & Page Info​

• Click the i icon to view board-level information.
• Notifications (bell icon) keep you updated on changes.

Manually create opportunityManually create opportunity

. 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.

Next Steps​

After creation, the opportunity appears in your pipeline board, ready to be moved across stages as you progress.

Troubleshooting​

• Contact not found? Go to Contacts and add the person first, then return to Pipeline.

• Fields disabled? Ensure you have the required permissions or contact your admin.

Made with ❤️ by the Franmantra team.