> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/product-guides/crm/opportunity.md).

# Opportunity

## Create and Manage Opportunity

QuickAppFlow allows you to create opportunities in the following ways:

1. Convert the lead into an opportunity
2. Add opportunity individually
3. Import opportunity

## Convert the Lead into Opportunity

To convert lead

Go to **Sales** and click on **Leads**

![](/files/W4bWPR1Kuu7MFXRh6uWH)

Hover the mouse on the lead and click on the Action menu (3 vertical dots) ![](/files/E1g35psC7A2sNGfusHws) for the record that you would like to convert, then click the **convert** button

![](/files/D7BZbnGYusZBxiXlPNCb)

You need to select **pipeline**, **stage** and **move this lead to the stage**, where you want to move in opportunity and click on the **Convert** button

![](/files/M3MHR77mHcWrxNJ09rUX)

A new **Opportunity** is added to the **Top**

![](/files/183GSs4zDJdTUBPBUOVO)

## Add opportunity individually

Click on **+ Opportunity** and select **+New Customer**

![](/files/f67ZZZfGQ2ZjdeB1YImg)

Enter the details in the **Add Opportunity** page and **Save**

![](/files/wU9788NrkD0hBoIJYQYs)

A new **Opportunity** is added at the top

![](/files/axTWDYGu90vCTnj9hYqU)

## Import opportunity

When you have a huge list of contacts in a spreadsheet and you would like to add them as **Opportunities** in your system, you can import the file and they will be added as Opportunities.

1. In opportunity, go to the **More** option and click on the **Import** **New Customer** button

![](/files/fF3lc88QRSi7oPiS2xTE)

You can **Download Template** in xlsx format

![](/files/48qX1JjIpsk01GGdQOyu)

Make Sure you fill up all **Required Fields** data while importing data

![](/files/irpzni9fErgyk7CjYgbm)

Click on **Upload bulk data** to upload your Opportunity list

![](/files/NUK7i2tpGbsbliC9bsfO)

After uploading Opportunities in xlsx file format. You can see imported opportunities in the opportunity list

![](/files/frHaewxX7B5J00EPtSaO)

## View Opportunity Details

You can choose to view the opportunity that you have created.

To view opportunity

Click on the **opportunity** title for the record that you would like to view

![](/files/ctR77aRLLVI7DgYMzyfJ)

You can see all the details of the **Opportunity**

![](/files/zLFSCB4FpmiVpEF7NR8M)

## View Opportunity in Different Pipeline

You can view the opportunity you selected different pipelines.

To view opportunities in different pipeline

In **Opportunity** click on the **Pipeline** dropdown

![](/files/sSpaD5XVF7jxg1sgROkw)

Select another pipeline

![](/files/MDb2fsDq8aaZ8tfjnuWV)

You can view different pipeline opportunity

![](/files/OvcuivsCwTasEW8Z0pT5)

##

<figure><img src="file:///C:/Users/Sachin/AppData/Local/Temp/msohtmlclip1/01/clip_image022.png" alt=""><figcaption></figcaption></figure>

&#x20;