# 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**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FoPV3Db4myeDFGFSohBSS%2F0.png?alt=media)

Hover the mouse on the lead and click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FSemOONepHoX8AqEte7P2%2F1.png?alt=media) for the record that you would like to convert, then click the **convert** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fy5DmCxSK5ReXKCGSanLA%2F2.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FiK3CrB0BUZ44bjMv7mtW%2F3.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FMXYPhiJ8v7bhHuV53TLD%2F4.png?alt=media)

## Add opportunity individually

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FOEbmNVUNfe9pdiDBkqlf%2F5.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FtTfOGiI5OwXhWFqfEc4A%2F6.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FYszpWAALTZfOllOm5sV4%2F7.png?alt=media)

## 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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F5dVax4EHde0iTj7TzMO1%2F8.png?alt=media)

You can **Download Template** in xlsx format

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FhQ6S9H4vLJTkliMYFfyR%2F9.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FAXJOy8AuRScwwTmzJAdF%2F10.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FhxKIUa4U6KyogkgEPPlS%2F11.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fd727gHW0TxTmKp4i5s26%2F12.png?alt=media)

## 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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FaFJDgmQh8DuDjcCP1Kjd%2F13.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FUlrzOiLHNecvvWilRs2f%2F14.png?alt=media)

## 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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F5XryW0QZjyxTcFn1vwek%2F15.png?alt=media)

Select another pipeline

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FU2kis5AaSORglrKTjgRy%2F16.png?alt=media)

You can view different pipeline opportunity

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FDC50XxeJiTQzea5BVoCp%2F17.png?alt=media)

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