# 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.

- Source: https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/step-by-step-guide-to-creating-opportunities
- Section: Opportunities & Pipelines / Getting Started with Opportunities
- Reading time: 2 min
- Images: 5, each explained below
- Modified on Thu, 17 Jul, 2025 at 9:33 AM

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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.

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**TABLE OF CONTENTS**

-   [What Are Opportunities?](#what-are-opportunities)[](#key-benefits-of-creating-opportunities)
-   [Key Benefits of Creating Opportunities](#key-benefits-of-creating-opportunities)[](#how-to-create-opportunities)
-   [How to Create Opportunities](#how-to-create-opportunities)[](#step-1-accessing-the-opportunities-module)
    -   [Step 1: Accessing the Opportunities Module](#step-1-accessing-the-opportunities-module)[](#step-2-filling-in-contact-and-opportunity-information)
    -   [Step 2: Filling in Contact & Opportunity Information](#step-2-filling-in-contact-and-opportunity-information)[](#step-3-assigning-pipeline-stage-and-status)
    -   [Step 3: Assigning Pipeline, Stage, and Status](#step-3-assigning-pipeline-stage-and-status)[](#step-4-adding-owner-team-members-and-additional-details)
    -   [Step 4: Adding Owner, Team Members and Additional Details](#step-4-adding-owner-team-members-and-additional-details)[](#step-5-finalizing-the-opportunity)
    -   [Step 5: Finalizing the Opportunity](#step-5-finalizing-the-opportunity)[](#frequently-asked-questions)
-   [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles)
-   [Related Articles](#related-articles)

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# **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.

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## **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.
    

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## **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)](https://jumpshare.com/v/SDr5vZRXt5jg6EPOeNpw+/Screen+Shot+2025-07-17+at+7.09.44+PM.png)

**Step 1: Accessing the Opportunities Module (image 1 of 5)**

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.
- What to click: Log in to your GHL Customer Care sub-account. Click on the Opportunities tab. Click the + Add Opportunity button at the top right.
- Controls: Opportunities, + Add Opportunity
- Next: Select a Primary Contact from your list of saved contacts. Email and phone, or enter manually if not available.

Full 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)](https://jumpshare.com/v/Dyzm3UJ6zfnTM3KUNOZQ+/Screen+Shot+2025-07-17+at+7.11.55+PM.png)

**Step 2: Filling in Contact & Opportunity Information (image 2 of 5)**

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.
- What to fill in: Select a Primary Contact from your list of saved contacts. Email and phone, or enter manually if not available.
- Controls: Primary Contact
- Next: 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.

Full 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)](https://jumpshare.com/v/35WyDdsrRPyqa1yjynmu+/Screen+Shot+2025-07-17+at+7.23.09+PM.png)

**Step 3: Assigning Pipeline, Stage, and Status (image 3 of 5)**

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).
- What to fill in: 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.
- Fields: Lost, Won, Abandon
- Controls: Opportunity Name, Pipeline, appropriate Pipeline Stage, Opportunity Status, Opportunity Value
- Next: Assign an Owner to the opportunity. Add Followers to the opportunity. (You can add multiple followers) Fill in Additional Fields (as needed):

Full 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)](https://jumpshare.com/v/TZi1I05DbkbE0nFVUpea+/Screen+Shot+2025-07-17+at+7.33.44+PM.png)

**Step 4: Adding Owner, Team Members and Additional Details (image 4 of 5)**

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.
- What to fill in: Assign an Owner to the opportunity. Add Followers to the opportunity. (You can add multiple followers) Fill in Additional Fields (as needed):
- Fields: Business Name, Opportunity Source, Tags, Task Type, Favorite Pet, Efficiency Rating, Task Difficulty, Time Tracked
- Controls: Owner, Followers
- Next: Click Add/Manage Fields to manage custom fields. Click the Create button to save the opportunity. Verify the new opportunity in your pipeline.

Example values (illustrative, not read from the screenshot):

- Business Name: Priya Raman
- Opportunity Source: Website form
- Tags: new-patient, referral

Full 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)](https://jumpshare.com/v/qY55sCPKUHccRa77t2F1+/Screen+Shot+2025-07-17+at+7.36.10+PM.png)

**Step 5: Finalizing the Opportunity (image 5 of 5)**

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?
- How to confirm: Click Add/Manage Fields to manage custom fields. Click the Create button to save the opportunity. Verify the new opportunity in your pipeline.
- Controls: Add/Manage Fields, Create
- Next: Q: Can I assign an opportunity to someone later?

Full 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.

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## **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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## **Related Articles**

-   [Understanding Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/introduction-to-opportunities/understanding-opportunities-in-ghl-customer-care)
    
-   [Editing Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/editing-opportunities)
    
-   [Filtering Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/how-to-filter-opportunities)
    
-   [Automating Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/opportunities-module-interactions/automating-opportunities)
    
-   [Bulk Edit Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/bulk-actions-for-opportunities/bulk-edit-opportunities)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com