Create a New Opportunity
Create and track sales prospects by selecting the customer/facility, entering contact details, then defining the opportunity's name, type, stage, value, probability, and expected close date.
Overview
The Opportunity feature in DreamzFSM allows you to create and manage sales prospects within your pipeline. You can add tags, notes, and attachments to each opportunity and save it to instantly place it into your pipeline and forecasting views. Note that opportunities can only be created for companies that are already added in the system. For a completely new client, you must first complete the full lead creation process before converting to an opportunity.
Here is a reference video:
Steps to Create a New Opportunity
Step 1 – Navigate to the Opportunity Section
From the menu, click on Pipeline and then click on Opportunity.
Step 2 – Click on Add Opportunity
Clicking on the menu item will land you on the Opportunity List. Click on Add Opportunity in the top right corner to create a new opportunity.
Step 3 – Fill in the Opportunity Details and Save
Fill in the opportunity details including the customer/facility, contact details, opportunity name, type, stage, value, probability, and expected close date. You can also add tags, notes, and attachments. Note that opportunities must be linked to companies already added in the system. For a completely new client, follow the full lead creation process first. Once all details are entered, click Save.
Tips for Creating Opportunities
- Always ensure the customer or company is already added in DreamzFSM before creating an opportunity. For brand-new clients, complete the lead creation and conversion process first.
- Set an accurate Opportunity Stage (e.g., Prospecting, Proposal, Negotiation, Closed Won) at creation so your pipeline view and forecasting reports reflect the true status of each deal.
- Enter a realistic Expected Close Date and Probability percentage to help your team prioritize follow-ups and generate accurate revenue forecasts.
- Use the Notes and Attachments fields to store relevant context — such as meeting summaries, proposals, or emails — directly on the opportunity record for easy reference.
- Add Tags to categorize opportunities by product line, region, or campaign, making it easier to filter and report on specific segments of your pipeline.
- Regularly update the Stage and Value fields as the opportunity progresses to keep your pipeline and forecasting data accurate and actionable.
Frequently Asked Questions
How do I navigate to the Opportunity section in DreamzFSM?
Click on Pipeline in the main navigation menu and then select Opportunity to open the Opportunity List page.
Can I create an opportunity for a brand-new client who is not yet in the system?
No. Opportunities can only be created for companies that are already added in DreamzFSM. For a completely new client, you must first go through the full lead creation process — adding all lead information — before converting them into an opportunity.
What details do I need to fill in when creating a new opportunity?
You need to select the customer/facility, enter contact details, and define the opportunity name, type, stage, value, probability, and expected close date. You can also add optional tags, notes, and file attachments.
Where does the opportunity appear after saving?
Once saved, the opportunity is immediately placed into your pipeline and forecasting views, where it can be tracked, updated, and managed through to close.
Can I attach files or add notes to an opportunity?
Yes. The Add New Opportunity form includes fields for notes and file attachments, allowing you to keep all relevant documents and context organized directly within the opportunity record.