# 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FHeuMCRYC68hdDe8ALFyH%2Fimage.png?alt=media&#x26;token=06390324-b8fa-435f-9137-1b7a8c0df623" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FAYlLMqP3AL53tW3XI51E%2Fimage.png?alt=media&#x26;token=87bebd28-a6c3-4fef-b799-df4587af18f1" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FA5UILKMO9jmufn2zIPFR%2Fimage.png?alt=media&#x26;token=9ef78ec0-106a-4f5e-a145-d41b70eee11b" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FY3CbvZ0172WYP7Ok8zCd%2Fimage.png?alt=media&#x26;token=f32e5543-6c5a-4928-b2f5-a1c6bb9676e2" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FaWX4J0324oiMQr6ukkm6%2Fimage.png?alt=media&#x26;token=90a41d03-17d9-40bc-9b68-2114cae3e758" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FDXPFvKeZ1qLaqBF2jkls%2Fimage.png?alt=media&#x26;token=9789b836-d3cd-471f-acdd-59488fc50414" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FAyOSw3lt8JMcN92d0YVl%2Fimage.png?alt=media&#x26;token=0b4fe1ed-5465-483b-92ae-53b66b55004b" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FDSroCDqm5JaYVGoRhqrZ%2Fimage.png?alt=media&#x26;token=342dcf00-58d9-43bc-866c-3f5e37bede0f" alt=""><figcaption></figcaption></figure>

You can **Download Template** in xlsx format

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FfyTYheSe4uYjp1ah6Od7%2Fimage.png?alt=media&#x26;token=12a1247f-99b1-4ee4-b148-92abe4d6ae5d" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FvV0PjztjvCnq64UpJ52J%2Fimage.png?alt=media&#x26;token=7e29cb98-e764-4c35-a93d-bd43a1b191cf" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FylbjM8qGnqaiSpI7igYm%2Fimage.png?alt=media&#x26;token=1b697512-6e4e-4cf7-ab7e-c7d8ce48ee52" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FDztyaxbBLvAqYC0uyUHW%2Fimage.png?alt=media&#x26;token=530747c5-d66e-410b-b07c-1d5e2fd0e06a" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FtdQeQhRdQztq3sDxHlB6%2Fimage.png?alt=media&#x26;token=7f44673e-9f79-4971-8fc4-70617e653b73" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FP8bj7D6JM0cm2zQlWets%2Fimage.png?alt=media&#x26;token=aa8a39b9-b5c9-40c0-b192-24d8aadaac89" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FTC6tenf6Mi63NZTl0Jfu%2Fimage.png?alt=media&#x26;token=f481bdc5-5ebd-4dc3-8199-acab59939fe3" alt=""><figcaption></figcaption></figure>

Select another pipeline

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F3RZp29Zt6ZHGxZwKC2Me%2Fimage.png?alt=media&#x26;token=0b7ae68e-0b9e-4067-87f8-197a359ba2fc" alt=""><figcaption></figcaption></figure>

You can view different pipeline opportunity

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FcTxooZ6i1hTfsdrqCsZC%2Fimage.png?alt=media&#x26;token=ff6ee1f4-cac0-4456-8a97-2f51a1c7e1fa" alt=""><figcaption></figcaption></figure>

Last Updated 11 December 2025
