CRM & relationships

Create a pipeline opportunity

Track an opportunity by stage, value and expected close date.

3 min readBased on the installed interface · 5 November 2026Application interface · Romanian

Before you begin

CRM edit permission and an existing customer or lead.

Who it is for: company user with module permission
Where to find it: Pipeline CRM

Create a pipeline opportunity · Application interface · Romanian

Step by step

Open Pipeline CRM

Select the relevant company or account, then open «Pipeline CRM».

Connect the opportunity

Enter a title and select its customer or lead.

Set the forecast

Choose the stage, value, currency, probability, expected close date and owner.

Add the opportunity

Select «Adauga oportunitate».

Review and follow up

Check the opportunity on the pipeline board and create a linked task for the next action.

Check the result

An opportunity displayed in the pipeline and weighted forecast.

If something is missing

If editing is disabled, check the active company and your permission for this module. Resolve the validation message shown in the form before submitting again.

Availability depends on your role, enabled modules, country and company configuration.

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