Opportunities - How to Manage Opportunities

Enhance your sales process with the ability to create and manage opportunities and deals. Our new CRM tools allow you to run pipelines, categorize leads into stages like ‘New Lead’ or ‘Appointment Booked’, and automate movements across these stages as interactions progress. This functionality supports the entire sales lifecycle, from lead capture to closing deals, within one unified platform.

Table of Contents

• Requirements
• Accessing Opportunities
• Add New Opportunities
• Edit Opportunities
• Filter Opportunities
• Delete Opportunities

Requirements

• An active ClickFunnels 2.0 account

Accessing Opportunities

1. From the left side menu, click on Opportunities.
   

2. The Opportunities page will load by default, where you can add, edit, or delete opportunities.

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Add New Opportunities

1. Click the Add New Opportunity button at the top-right of the page, the plus icon on the right of the three-dot menu, or the +Add Opportunity button.

2. The site opens a popup where you can enter the information of the new opportunity.
   

3. Click Create Opportunity to add and save the information of the new opportunity.

Opportunities can also be created via Workflows using the step “Create/Move Opportunity”

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Edit Opportunities

1. Click the name of the opportunity.

2. A sidebar will appear showing the Opportunity details. Click on Edit Opportunity.
   

3. Edit the Opportunity details and click on Update Opportunity when finished.
   

Click Here to Learn More about Opportunity Settings

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Filter Opportunities

You can filter Opportunities by Assignees using the drop-down filter at the top of the dashboard.

Click on the drop-down filter to select the Assignee. Only the opportunities assigned to that person or profile will be shown.

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Delete Opportunities

Deleting an opportunity is final and cannot be undone.

1. Click the name of the opportunity.

2. Click the Delete button at the bottom-left corner of the popup.
   

3. A second popup will display that asks for confirmation before deleting the opportunity. Click the Proceed button to remove the opportunity.
   

4. Back to Top