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TradeGo AI platform overview Get started with TradeGo AI Choose the right TradeGo AI product Prepare your company and product data Navigate TradeGo AI, confirm team access, and change language TradeGo AI glossary Develop potential buyers with TradePilot Work from TradePilot Today Manage development accounts in TradePilot Import potential buyers into TradePilot Use the TradePilot buyer workspace Handle customer replies and prepare quotations Transfer a qualified TradePilot buyer to CRM Manage customers and opportunities in Smart CRM Open Smart CRM from TradeGo AI Create and manage people in Smart CRM Create and manage companies in Smart CRM Track opportunities in Smart CRM Manage tasks and notes in Smart CRM Use Smart CRM lists, boards, filters, and record views Create and manage Smart CRM custom fields Import Smart CRM records from CSV Review Smart CRM import history and errors Create your company workspace Build reusable customer profiles Add and maintain product assets Create sales playbooks Review and manage Personal AI Memory Verify email addresses Optimize content for generative search Draft a customer email reply Create and review social copy Generate product catalogs Analyze a landing page Generate a proforma invoice Research, draft, and publish SEO content Create B2B product image sets Build enterprise video scripts Install and use TradeGo AI Translator Review contract risks with TradeShield Enrich and manage lead ads Create and manage quotations Create videos in Video Lab Format WooCommerce product content Use the Mail Workspace Connect an email account Connect applications to TradePilot Review and troubleshoot application connections Manage your profile and language Understand teams, roles, and product access Understand plans, subscriptions, and credits Top up credits and redeem a promotion code Review AI usage and billing records Review orders, payments, and receipts Join and manage the affiliate program Protect customer data and credentials Resolve sign-in, SSO, team, and 403 errors Research companies and markets with TradeClaw Write an effective TradeClaw research request Review TradeClaw sources and evidence boundaries Manage TradeClaw conversations and saved results Continue and share a TradeClaw research session Understand TradeClaw usage, credits, and limits Find and use products in Tool Market Resolve team and product access issues Manage Subscriptions, Credits, and Billing Records Protect customer data and account credentials TradeGo AI FAQ and support Resolve failed tool runs, missing results, and credit questions

#Track opportunities in Smart CRM

Opportunities organize a potential deal around its customer context, stage, owner, and next work so teams can manage progress without overstating certainty.

#Who this is for

Use this guide when a company or contact has a real commercial opportunity that needs continued sales management.

#Create an opportunity

Open Opportunities and search for an existing record.
Select Create when the potential deal is new.
Use a recognizable name, correct company or customer context, owner, and current stage.
Save supporting facts in the appropriate fields or linked notes.
Create concrete follow-up tasks.

#Use list and board views

Use the list to search, sort, and filter opportunities. Use the board to review the pipeline by stage and update a deal through the available controls. A stage is a statement of current progress, not a forecast or promise.

#FAQ

#When should I create an opportunity?

Create one when a customer situation has a real potential deal that needs continued ownership and stage management.

#Can I move an opportunity on the board?

Use the available board or edit controls to update stage, but keep the stage aligned with what has actually happened.

Last updated: 2026-08-27

Manage customers and opportunities in Smart CRM

Open Smart CRM through TradeGo AI, maintain the five core record types, use views and custom fields, import CSV data, and continue qualified TradePilot buyers.

Create and manage companies in Smart CRM

Create organization records, distinguish similar company names, connect people and follow-up work, and keep company data up to date.

Use Smart CRM lists, boards, filters, and record views

Choose the list, board, filters, or record view that best fits the customer-management question you need to answer.

Transfer a qualified TradePilot buyer to CRM

Confirm a real customer signal, connect TradeGo CRM with APP permission, and transfer a qualified buyer into matched or new CRM records.