Create a CRM opportunity

Goal

Open a new pipeline opportunity against an existing customer/party.

Who it is for

Clerk with crm.manage.

Preconditions

• Module crm; at least one active pipeline stage.
• Party already exists (create customer first, or convert a lead).
• Options may require Expected close and/or Next step.

Steps

1. Open CRM → Work → Pipeline → New opportunity (modal).
2. Enter Title (required).
3. Select Party and Stage (required).
4. Set Value and Currency (currency defaults to tenant base currency), Expected close, Next step, Next step due, Source, Owner, Notes.
5. Optionally add line items (item, description, quantity > 0, unit price) — required later for Convert to quote.
6. Save. Opportunity starts Open.

Result

Deal appears on the stage column. Next: move stages or win / lose / convert.

Hard stops

• 422 expected_close_required / next_step_required when Options enforce them.
• unknown_party / unknown_stage if IDs invalid.

Related

• Edit an opportunity
• Win, lose, convert