Opportunities
Opportunities
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Create a New Opportunity
You can create a new Opportunity directly from the Lead page. Go to Leads page > click on any lead > click on the + button next to Opportunities section on the left.
Opportunities add value to a Lead and can be assigned to specific Contacts on your Leads. You can add Custom Fields to each Opportunity as well.
Opportunity Lead Limits
In Close, there is a 1000 Opportunity limit per Lead.
Opportunity Fields Meanings
Status: Defaults are 'Demo Completed', 'Contract Sent', 'Proposal Sent', 'Won', and 'Lost'. You can add custom Opportunity Statuses in your Organization Settings.
Confidence: The confidence level of which the user expects the deal to happen. The confidence level is a variable that calculates "Expected Value" revenue on the Opportunities screen. Expected Value is calculated by multiplying Value X Confidence (ex: $1,000 value X 75% confidence = $750 value).
Value: Choose from one-time or a monthly value for recurring revenue.
Estimated Close: Estimated close date, the chosen date will be displayed in the Opportunities List tab, or when filtering by Expected field within Pipeline View. If your opportunity has been Won, this field will represent the Won/Closed date.
Contact: The contact on your lead associated with this opportunity.
User: The user who is creating the opportunity, and/or is responsible for it.
Comments: Any additional context about the opportunity, comments will be displayed on the Opportunities tab.
Custom Fields: Opportunity-specific Custom Fields. You can create these under Settings > Custom Fields > Opportunities.
Primary Opportunity
On the Lead page, the most recently created Opportunity will always be created on top.
After reloading the page, Close will detect your primary Opportunity and move it to the top.
Close defines the primary Opportunity as:
Type "active" first, sorted by date in ascending order;
Other types last, sorted by date in descending order, where the date is (date_won, date_lost, or date_created).
Edit or Delete an Opportunity - Within the Lead View
You can edit an Opportunity by clicking the pencil icon on the top right corner of the Opportunity. Update the information and click ‘save,’ or delete the Opportunity by clicking the trash can icon.
Editing an Opportunity
Edit or Delete an Opportunity - Within the Pipeline View
In addition to Close's Pipeline View drag and drop feature for Opportunities, you can also edit or delete an existing Opportunity in-line.
Edit an Opportunity by clicking the pencil icon next to the Opportunity, update the information and click ‘save." Alternatively, you can delete the Opportunity by clicking the trash can icon.
Total vs. Expected Value
Total Value is the amount the sales rep has listed in the Opportunity on the Lead page
Expected Value is the deal value multiplied by the probability of the deal closing (Confidence Level), also known as a weighted pipeline value.
The Expected Value is helpful for forecasting revenue, as it’s designed to give you a high-level overview of your sales opportunities. It considers how far along the pipeline each prospect is and how likely they are to make a purchase. This helps forecast revenue and is particularly effective for sales teams with lots of Opportunities in the works and clearly defined pipeline steps.
Pro tip: Pipelines
If there are multiple products you are pitching to the same lead, you can use a separate pipeline to specify a particular product the lead is interested in.
Pipeline Guidance
Close will automatically highlight which opportunities need your attention and will provide suggested actions to move your Opportunities forward to the next step. This supports your sales workflow in two key ways:
Flags Opportunities that need your attention
Recommends Actions to help you follow up, move the deal forward,
It’s built to help your team focus, take quick action, and keep your pipeline healthy.
At the top of your Opportunity Pipeline, you’ll see a toggle labeled “Needs attention”. Turn this on to filter and view only the opportunities flagged as needing your focus.
Opportunities are flagged when they meet any of the following criteria:
The estimated closing date has passed
The opportunity has stalled (i.e., it’s remained in the same pipeline stage longer than expected)
A lead has recently contacted you, but your team hasn’t responded
Suggested Actions
For flagged opportunities, Close will suggest your next best move, based on recent interactions like emails, meetings, or calls. The option to make quick changes, such as updating the Opportunity Status or adjusting the closing date, will be available on relevant Opportunities.
Example Scenario | Suggested Action |
|---|---|
The lead hasn’t responded to any emails | Try calling instead (launches the dialer) |
The lead said they’d check in later but didn’t | Email follow-up (draft generated for you) |
The Opportunity is clearly lost | Move to “Lost” with one click |
If a suggestion doesn’t make sense for your general workflow, just click Dismiss to remove it for that specific Opportunity.
Tip: if you’re not seeing suggested actions, go to the Options menu (top right of your Pipeline view) and make sure “Suggested Actions” is toggled on.
Opportunity Reminders in Your Inbox
Opportunities assigned to you that require attention will also appear as daily reminders in your Close Inbox.
To disable these automated Inbox reminders from the Primary tab, select the gear icon in the upper-right corner and toggle off Opportunities.
If you have any questions about Opportunities, please contact our Support Team at support@close.com.