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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.

    Select existing contactSelect existing contact

  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.

  5. Click Create to save the opportunity.

    Populate remaining fieldsPopulate remaining fields

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.
Manually create opportunityManually create opportunity

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

    Manually create opportunityManually create opportunity

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).

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.

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.