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

# Opportunity

### Create and Manage Opportunity <a href="#create-and-manage-opportunity" id="create-and-manage-opportunity"></a>

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 <a href="#convert-the-lead-into-opportunity" id="convert-the-lead-into-opportunity"></a>

To convert lead

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

<figure><img src="/files/Dy9RqwvlSIIcuH0WKFJB" alt=""><figcaption></figcaption></figure>

Hover the mouse on the lead and click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FSemOONepHoX8AqEte7P2%252F1.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=85c90981\&sv=2) for the record that you would like to convert, then click the **convert** button

<figure><img src="/files/XU5siiGHscmuexEI3lsO" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/V98GivFVDAyVH8RxdRN5" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Xx4iQcnHoX7Nak7znFuM" alt=""><figcaption></figcaption></figure>

### Add opportunity individually <a href="#add-opportunity-individually" id="add-opportunity-individually"></a>

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

<figure><img src="/files/JgRMfXKJQ57HpsHXu56A" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/T1yTUoIPLv7lHeY6SczI" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/P6dwTNC84K945FkqMWG7" alt=""><figcaption></figcaption></figure>

### Import opportunity <a href="#import-opportunity" id="import-opportunity"></a>

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

<figure><img src="/files/d0QBhxaLSj97UkRdQOQS" alt=""><figcaption></figcaption></figure>

You can **Download Template** in xlsx format

<figure><img src="/files/rEDLZmeFZffnRvg2OjFl" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/CcpnGmq1LBoNX2ykQGQS" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/KSmx45Sc1MsG1R6tOSKq" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/FOMzolXkRsiRrCP2Givl" alt=""><figcaption></figcaption></figure>

### View Opportunity Details <a href="#view-opportunity-details" id="view-opportunity-details"></a>

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

<figure><img src="/files/bbdTrXBJMt2qnXjawsmk" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ncMFyxD36OwSWEe7mUVF" alt=""><figcaption></figcaption></figure>

### View Opportunity in Different Pipeline <a href="#view-opportunity-in-different-pipeline" id="view-opportunity-in-different-pipeline"></a>

You can view the opportunity you selected different pipelines.

To view opportunities in different pipeline

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

<figure><img src="/files/LSwspSMJUo4cdGp261xa" alt=""><figcaption></figcaption></figure>

Select another pipeline

<figure><img src="/files/isXNmXNmHdgut9yivwVD" alt=""><figcaption></figcaption></figure>

You can view different pipeline opportunity

<figure><img src="/files/lQlWbcx6Dl2ZseLevV6M" alt=""><figcaption></figcaption></figure>

Last Updated 11 December 2025
