Adaptive AI Knowledge Base
Contacts, CRM & Pipelines
Opportunities are pivotal in managing potential sales within Adaptive AI. This guide walks you through how to create opportunities, enabling you to track prospects from first contact to closed deal.
What Are Opportunities?
An Opportunity is a single potential sale tracked inside Adaptive AI. It bundles the contact, pipeline, stage, estimated value, and assigned owner so you can follow the deal from first conversation to its final outcome.
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.
How to Create Opportunities
Step 1: Accessing the Opportunities Module
Step 2: Filling in Contact & Opportunity Information
Step 3: Assigning Pipeline, Stage, and Status
Step 4: Adding Owner, Team Members and Additional Details
Step 5: Finalizing the Opportunity
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.
Related Articles
- Understanding Opportunities
- Editing Opportunities
- Filtering Opportunities
- Automating Opportunities
- Bulk Edit Opportunities