# 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

1. Open **Opportunities** and search for an existing record.
2. Select **Create** when the potential deal is new.
3. Use a recognizable name, correct company or customer context, owner, and current stage.
4. Save supporting facts in the appropriate fields or linked notes.
5. 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.

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Canonical HTML: https://app.tradegoai.app/docs/smart-crm-opportunities
Last updated: 2026-08-27

Related documentation:
- [Manage customers and opportunities in Smart CRM](https://app.tradegoai.app/docs/smart-crm)
- [Create and manage companies in Smart CRM](https://app.tradegoai.app/docs/smart-crm-companies)
- [Use Smart CRM lists, boards, filters, and record views](https://app.tradegoai.app/docs/smart-crm-views-filters)
- [Transfer a qualified TradePilot buyer to CRM](https://app.tradegoai.app/docs/tradepilot-crm-sync)