Navigate to [https://sales.cmslogin.io/pipeline/board](https://sales.cmslogin.io/pipeline/board?filters=%7B%22status%22%3A%7B%22open%22%3Atrue%7D%2C%22salesPeople%22%3A%5B%22UID-babf9b45-ac2b-4986-a1d9-be50e49bdaca%22%5D%7D)

Select a business you want to create an opportunity for

Click "Add items" to choose a product or package your prospect is interested in

Select a product your prospect is interested in

Tip! Select a product or package based on interest expressed by your prospect.

Add proposed or expected sell price here.

Select the pipeline 'Stage' for this prospect.

Tip! It is important that you add the prospect to the correct stage within your pipeline.

Add expected contract length date and Click "Create"

Tip! Any of these details can be updated at anytime in the future. 

Click "Refresh" to see the opportunity in your pipeline

Your new Sales Opportunity has now been added to your sales pipeline!

Subs Plumbing & Heating Ltd
1. Mobile App - iOS and Android
$3,448.00

As your opportunity evolves, you can drag and drop the opportunity to any stage.

Potential revenue:
$6,396.00
balance
$689.60

You can drag your opportunties to any stage

As you build your sales pipeline, you can see your potential revenue for forecasting purposes.

How to Create a Sales Opportunity and Calculate Potential Revenue