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Opportunities & Pipelines

Step-by-Step Guide to Creating Opportunities

Create and track sales opportunities in GHL Customer Care with ease. This guide helps you manage leads efficiently through every stage of your pipeline.

2 min read528 words5 explained imagesUpdated Thu, 17 Jul, 2025 at 9:33 AM
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On this page
  1. Key Benefits of Creating Opportunities
  2. How to Create Opportunities
  3. Step 1: Accessing the Opportunities Module
  4. Step 2: Filling in Contact & Opportunity Information
  5. Step 3: Assigning Pipeline, Stage, and Status
  6. Step 4: Adding Owner, Team Members and Additional Details
  7. Step 5: Finalizing the Opportunity
  8. Frequently Asked Questions
  9. Related Articles

Opportunities are pivotal in managing potential sales within GHL Customer Care. This guide walks you through how to create opportunities, enabling you to track prospects from first contact to closed deal.

TABLE OF CONTENTS

What Are Opportunities?

An Opportunity is a single potential sale tracked inside GHL Customer Care. It bundles the contact, pipeline, stage, estimated value, and assigned owner so you can follow the deal from first conversation to its final outcome.

Key Benefits of Creating Opportunities

  • Centralized Tracking: View every open deal in the Opportunities dashboard.

  • Value Forecasting: Log the potential revenue to improve sales projections.

  • Collaboration: Assign an owner so team members know who’s responsible.

  • Contextual Notes: Store conversation notes directly in the opportunity card.

How to Create Opportunities

Step 1: Accessing the Opportunities Module

  1. Log in to your GHL Customer Care sub-account.
  2. Click on the Opportunities tab.
  3. Click the + Add Opportunity button at the top right.
Step 1: Accessing the Opportunities Module (image 1 of 5) What this shows Log in to your GHL Customer Care sub-account. What this shows Illustrates the "Step 1: Accessing the Opportunities Module" section of "Step-by-Step Guide to Creating Opportunities". This screenshot appears in the "Step 1: Accessing the Opportunities Module" section of "Step-by-Step Guide to Creating Opportunities". The text alongside this image reads: Log in to your GHL Customer Care sub-account. Click on the Opportunities tab. Click the + Add Opportunity button at the top right. Immediately after, the guide continues: Select a Primary Contact from your list of saved contacts. Email and phone, or enter manually if not available. Image 1 of 5 What to clickLog in to your GHL Customer Care sub-account. Click on the Opportunities tab. Click the + Add Opportunity button at the top right.
Buttons and menus referenced Opportunities+ Add Opportunity
Next stepSelect a Primary Contact from your list of saved contacts. Email and phone, or enter manually if not available.
All 3 steps in this procedure
  1. Log in to your GHL Customer Care sub-account.
  2. Click on the Opportunities tab.
  3. Click the + Add Opportunity button at the top right.

Step 2: Filling in Contact & Opportunity Information

  1. Select a Primary Contact from your list of saved contacts.
  2. Email and phone, or enter manually if not available.
Step 2: Filling in Contact & Opportunity Information (image 2 of 5) What this shows Select a Primary Contact from your list of saved contacts. What this shows Illustrates the "Step 2: Filling in Contact & Opportunity Information" section of "Step-by-Step Guide to Creating Opportunities". This screenshot appears in the "Step 2: Filling in Contact & Opportunity Information" section of "Step-by-Step Guide to Creating Opportunities". The text alongside this image reads: Select a Primary Contact from your list of saved contacts. Email and phone, or enter manually if not available. Immediately after, the guide continues: Add a custom Opportunity Name or keep the default contact name. Select the Pipeline to add the opportunity to. Choose the appropriate Pipeline Stage. Set the Opportunity Status: Enter the Opportunity Value. Image 2 of 5 What to fill inSelect a Primary Contact from your list of saved contacts. Email and phone, or enter manually if not available.
Buttons and menus referenced Primary Contact
Next stepAdd a custom Opportunity Name or keep the default contact name. Select the Pipeline to add the opportunity to. Choose the appropriate Pipeline Stage. Set the Opportunity Status: Enter the Opportunity Value.
All 2 steps in this procedure
  1. Select a Primary Contact from your list of saved contacts.
  2. Email and phone, or enter manually if not available.

Step 3: Assigning Pipeline, Stage, and Status

  1. Add a custom Opportunity Name or keep the default contact name.
  2. Select the Pipeline to add the opportunity to.
  3. Choose the appropriate Pipeline Stage.
  4. Set the Opportunity Status:

    • Open
    • Lost
    • Won
    • Abandon
  5. Enter the Opportunity Value.
Step 3: Assigning Pipeline, Stage, and Status (image 3 of 5) What this shows Add a custom Opportunity Name or keep the default contact name. What this shows Illustrates the "Step 3: Assigning Pipeline, Stage, and Status" section of "Step-by-Step Guide to Creating Opportunities". This screenshot appears in the "Step 3: Assigning Pipeline, Stage, and Status" section of "Step-by-Step Guide to Creating Opportunities". The text alongside this image reads: Add a custom Opportunity Name or keep the default contact name. Select the Pipeline to add the opportunity to. Choose the appropriate Pipeline Stage. Set the Opportunity Status: Enter the Opportunity Value. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Assign an Owner to the opportunity. Add Followers to the opportunity. (You can add multiple followers) Fill in Additional Fields (as needed). Image 3 of 5 What to fill inAdd a custom Opportunity Name or keep the default contact name. Select the Pipeline to add the opportunity to. Choose the appropriate Pipeline Stage. Set the Opportunity Status: Enter the Opportunity Value.
Fields in this part of the guide LostWonAbandon
Buttons and menus referenced Opportunity NamePipelineappropriate Pipeline StageOpportunity StatusOpportunity Value
Next stepAssign an Owner to the opportunity. Add Followers to the opportunity. (You can add multiple followers) Fill in Additional Fields (as needed):
All 5 steps in this procedure
  1. Add a custom Opportunity Name or keep the default contact name.
  2. Select the Pipeline to add the opportunity to.
  3. Choose the appropriate Pipeline Stage.
  4. Set the Opportunity Status:
  5. Enter the Opportunity Value.

Step 4: Adding Owner, Team Members and Additional Details

  1. Assign an Owner to the opportunity.
  2. Add Followers to the opportunity. (You can add multiple followers)
  3. Fill in Additional Fields (as needed):

    1. Business Name
    2. Opportunity Source
    3. Tags
    4. Task Type
    5. Favorite Pet
    6. Efficiency Rating
    7. Task Difficulty
    8. Time Tracked
Step 4: Adding Owner, Team Members and Additional Details (image 4 of 5) What this shows Assign an Owner to the opportunity. What this shows Illustrates the "Step 4: Adding Owner, Team Members and Additional Details" section of "Step-by-Step Guide to Creating Opportunities". This screenshot appears in the "Step 4: Adding Owner, Team Members and Additional Details" section of "Step-by-Step Guide to Creating Opportunities". The text alongside this image reads: Assign an Owner to the opportunity. Add Followers to the opportunity. (You can add multiple followers) Fill in Additional Fields (as needed). This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Click Add/Manage Fields to manage custom fields. Click the Create button to save the opportunity. Verify the new opportunity in your pipeline. Image 4 of 5 What to fill inAssign an Owner to the opportunity. Add Followers to the opportunity. (You can add multiple followers) Fill in Additional Fields (as needed):
Fields in this part of the guide Business NameOpportunity SourceTagsTask TypeFavorite PetEfficiency RatingTask DifficultyTime Tracked
Buttons and menus referenced OwnerFollowers
Next stepClick Add/Manage Fields to manage custom fields. Click the Create button to save the opportunity. Verify the new opportunity in your pipeline.
Example values
Business Name
Priya Raman
Opportunity Source
Website form
Tags
new-patient, referral

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure
  1. Assign an Owner to the opportunity.
  2. Add Followers to the opportunity. (You can add multiple followers)
  3. Fill in Additional Fields (as needed):

Step 5: Finalizing the Opportunity

  1. Click Add/Manage Fields to manage custom fields.
  2. Click the Create button to save the opportunity.
  3. Verify the new opportunity in your pipeline.
Step 5: Finalizing the Opportunity (image 5 of 5) What this shows Click Add/Manage Fields to manage custom fields. What this shows Illustrates the "Step 5: Finalizing the Opportunity" section of "Step-by-Step Guide to Creating Opportunities". This screenshot appears in the "Step 5: Finalizing the Opportunity" section of "Step-by-Step Guide to Creating Opportunities". The text alongside this image reads: Click Add/Manage Fields to manage custom fields. Click the Create button to save the opportunity. Verify the new opportunity in your pipeline. Immediately after, the guide continues: Q: Can I assign an opportunity to someone later? Image 5 of 5 How to confirmClick Add/Manage Fields to manage custom fields. Click the Create button to save the opportunity. Verify the new opportunity in your pipeline.
Buttons and menus referenced Add/Manage FieldsCreate
Next stepQ: Can I assign an opportunity to someone later?
All 3 steps in this procedure
  1. Click Add/Manage Fields to manage custom fields.
  2. Click the Create button to save the opportunity.
  3. Verify the new opportunity in your pipeline.

Frequently Asked Questions

Q: Can I assign an opportunity to someone later?

Yes. Open the opportunity card, select a new Owner, and click Save.

Q: Can I change the opportunity value after creation?

Absolutely. Edit the Opportunity Value field in the Edit Drawer and save.

Q: Can I duplicate an existing opportunity?

Not at this time. You’ll need to create a new opportunity and copy‑over any relevant details manually.

Q: What happens if I delete a contact linked to an opportunity?

The opportunity remains, but the contact link breaks. Re‑associate a new contact or restore the original contact to maintain context.

Q: How do I move an opportunity to a different stage after creation?

Drag the opportunity card to the desired stage column on the Opportunities board, or open the Edit Drawer and choose a new Stage from the dropdown.

Q:Can I change the primary contact on an existing opportunity?

Yes. Open the Edit Drawer, remove the current primary contact, add the new contact, and mark it as Primary before saving.

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Step-by-Step Guide: Creating Pipelines3 min read · 7 imagesHow to use Custom Fields for Opportunities8 min read · 17 imagesEditing Opportunities2 min read · 7 imagesEditing Opportunities Status4 min read · 11 images