Qualify & Create an Opportunity
Turn a qualified lead into an opportunity so the deal is tracked through your pipeline.
#Purpose
Represent real deals as opportunities with a stage and value.
#Business goal
A clean, forecastable pipeline.
#At a glance
| Detail | Value |
|---|---|
| Estimated time | 5–15 minutes |
| Departments involved | Sales |
| Business modules used | CRM |
| AI departments used | — |
| Required permissions | Internal staff with CRM access |
| Prerequisites | A captured, owned lead. |
#Workflow at a glance
1
Assess fit
Qualify the lead.
2
Create opportunity
Open status.
3
Set stage & value
Position in pipeline.
4
Work the deal
Follow-up and proposal.
#Step by step
1
Assess the lead
Confirm it is a real, workable deal.
2
Create an opportunity
It starts at the qualified stage with an open status.
3
Set stage and value
Give it a stage and estimated value for forecasting.
4
Begin working it
Move into follow-up and proposal workflows.
#Approval points
No formal approval gate
This workflow does not require a sign-off step, but you can still review before acting.
#Expected result
What you should see
An open opportunity sits in your pipeline with a stage and value.
#Common mistakes
- Creating opportunities with no value.
- Skipping qualification.
#Troubleshooting
| If this happens | Try this |
|---|---|
| Forecasts look wrong | Ensure each opportunity has a realistic value and current stage. |
#FAQ
What statuses can an opportunity have?
Open, won, or lost.
Does creating an opportunity notify the client?
No — it is internal.
#Keep exploring
#Related workflows
#Knowledge base
#Business modules
CRM Module
Opportunities.
Getting Started
Set up your workspace.
Platform Overview
How the OS fits together.
#AI departments
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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