Create an Opportunity

Creating an opportunity logs a single potential sale in JourneyCARE and bundles the contact, pipeline, stage, estimated value, and assigned owner in one record so you can follow the deal from first conversation to its final outcome. Open the Opportunities tab and click + Add Opportunity at the top right to begin, then work through the contact, pipeline, owner, and value details before saving.

What creating an opportunity gives you

Each opportunity you create gives your team four things:

• Centralized tracking — view every open deal in the Opportunities dashboard.

• Value forecasting — log the potential revenue to improve sales projections.

• Collaboration — assign an owner so team members know who is responsible.

• Contextual notes — store conversation notes directly in the opportunity card.

Create the opportunity

1. Open the Opportunities module. Log in to your JourneyCARE account, click the Opportunities tab, then click + Add Opportunity at the top right.

2. Add the contact and opportunity name. Select a Primary Contact from your saved contacts. Email and phone populate automatically from that contact, or enter them manually if they are not on file. Add a custom Opportunity Name, or keep the default contact name.

3. Assign the pipeline, stage, status, and value. Select the Pipeline to add the opportunity to, then choose the appropriate Pipeline Stage. Set the Opportunity Status — Open, Lost, Won, or Abandon — and enter the Opportunity Value.

4. Assign an owner and add details. Assign an Owner to the opportunity, then add one or more Followers. Fill in any of these additional fields as needed:

   • Business Name

   • Opportunity Source

   • Tags

   • Task Type

   • Favorite Pet

   • Efficiency Rating

   • Task Difficulty

   • Time Tracked

5. Save and verify. Click Add/Manage Fields if you need to manage custom fields, then click Create to save the opportunity. Verify the new opportunity appears in your pipeline.

Frequently asked questions

For the next steps after creating an opportunity, see these related articles: Understanding Opportunities, Edit an Opportunity, Filter Opportunities, and Automate Opportunities with Workflows.