How to manage opportunities

Track opportunities as they move through your sales process. Move them between stages, update details, and keep your pipeline organized.

Edit an opportunity

Update opportunity details as your work progresses.

1. Go to Opportunities.
2. Select an opportunity on the board.
3. Select Edit.
4. Update the opportunity.
5. Select Save.

Move an opportunity between stages

As you progress with a client, move the opportunity to the next stage.

1. Go to Opportunities.
2. Drag and drop the opportunity card in the stage that matches your progress.

The opportunity moves immediately. Calendly tracks when you made the move.

Close an opportunity

When you finish with an opportunity, move it to the Complete stage.

1. Go to Opportunities.
2. Drag the opportunity card to the Complete stage.

Once an opportunity is Complete, you have finished that piece of work. You can still see it on the board.

Delete an opportunity

If you created an opportunity by mistake or no longer need to track it, you can delete it.

1. Go to Opportunities.
2. Select the opportunity.
3. Select Delete.
4. Confirm by selecting Delete again.

Once deleted, the opportunity is gone and cannot be recovered. Only delete opportunities you are sure you do not need.

Frequently asked questions