---
title: Deals & Opportunities
description: A complete guide to managing deals and opportunities in CRM Pro — including creating opportunities, building and sharing pipelines, using Kanban view, and converting opportunities to deals.
---
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# Deals & Opportunities
## Learn how to create and manage opportunities, build pipelines, track deals in Kanban view, and convert opportunities into deals.
### Deals & Opportunities
**Subtitle:** Learn how to create and manage opportunities, build pipelines, track deals in Kanban view, and convert opportunities into deals.
**Meta description:** A complete guide to managing deals and opportunities in CRM Pro — including creating opportunities, building and sharing pipelines, using Kanban view, and converting opportunities to deals.
---
#### What is an Opportunity?
An opportunity is a potential deal — used when you're in early conversations with a prospect or client but aren't ready to create a formal deal yet. Opportunities can be tracked through a visual pipeline and converted to a deal at any point.
> An opportunity is only visible to the user who created it.
---
#### Creating an Opportunity
You can create an opportunity from two places:
- **Deals page** — click **Add New** and select **Opportunity**
- **Contact Profile** — click **Add New** and select **Opportunity**
The Add Opportunity form includes:
| Field | Notes |
| --- | --- |
| Opportunity Name | Required |
| Contact | Optional — pre-filled when created from a Contact Profile |
| Company | Appears if the selected contact has multiple current companies |
| Estimated Close Date | Optional |
| Estimated Opportunity Value | Optional |
| Pipeline | Optional — select an existing pipeline to place this opportunity |
| Status / Stage | Required if a Pipeline is selected — must match a stage in that pipeline |
| Listing | Connect an existing listing, or click Add Listing to create one in a new tab |
| Property | Connect an existing property, or click Add Property to create one in a new tab |
| Prospect Type | Landlord, Seller, Buyer, Tenant, or Other (multi-select) |
| Notes | Optional |
> **Note:** Listing and Property fields are mutually exclusive — filling one disables the other.
---
#### The Deals Page
- **Deals tab** — shows only deals, with its own Advanced Search, Add New dropdown (Tenant Rep, Landlord Rep, Buyer Rep, Seller Rep, Other Rep), and export. The Kanban view on this tab shows deal pipelines only.
- **Opportunities tab** — shows only opportunities, with a dedicated Advanced Search (by Prospect Type, Pipeline, Status, Property, and Listing), its own Add New dropdown (Opportunity, Pipeline), metrics bar showing total opportunity count and total estimated value, and a separate export. The Kanban view on this tab shows opportunity pipelines only.
The system now remembers your selected view (List or Kanban) and selected pipeline separately for Deals and Opportunities, so switching between tabs doesn't reset your view.
---
#### Kanban View — Opportunities
The Kanban view gives you a visual board for tracking opportunities by stage. Each column represents a stage in your selected pipeline. 
To access: click the **Kanban** icon on the Deals page, then select a pipeline from the **My Pipeline** dropdown.
Within the board you can:
- Drag and drop opportunities between stages
- Reorder columns by dragging them
- Sort cards by Close Date or Deal ID
- See the total value of all opportunities in each column
- See a count of opportunities per stage
Click **Export to Excel** to download all opportunities in the currently selected pipeline.
---
#### Creating & Managing Pipelines (only for Opportunities)
### Creating a Pipeline (only for Opportunities)
1. Click **Add New \> Pipeline**
2. Enter a name and click **Create a New Pipeline**
3. Click **Add Stage**, enter a stage name, and choose a color
4. Add opportunities to each stage by clicking **Add Opportunities**, searching by name, and clicking **Add to Stage**
5. Click **Save**
### Pipeline Templates (only for Opportunities)
When creating a pipeline, you can choose from five pre-built templates:
| Template | Stages |
| --- | --- |
| Prospecting Pipeline | Initial Contact → Qualification → Needs Assessment → Market Research |
| Seller Pipeline | Listing Inquiry → Property Evaluation → Negotiations → Listing Agreement Signed |
| Buyer Pipeline | Buyer Inquiry → Financial Qualification → Requirements → Buyer Rep Agreement → Property Search & Viewings |
| Landlord Pipeline | Inquiry → Property Evaluation → Listing Agreement |
| Tenant Pipeline | Inquiry → Leasing Requirements & Budget → Tenant Rep Agreement |
All templates can be customized after creation.
### Editing a Pipeline (only for Opportunities)
Click **Edit Pipeline** to rename the pipeline, add, rename, reorder, or delete stages, and update stage colors.
To edit an individual stage, click the three-dot icon on the stage header to: change color, rename the stage, add opportunities, or delete the stage (only available if the stage has no opportunities).
### Deleting a Pipeline (only for Opportunities)
> **Coming soon.** Pipeline deletion is not available in the current version.
When available, you'll be able to delete any pipeline you own. If the pipeline contains opportunities, they will remain but their Pipeline and Status fields will be cleared.
### Sharing a Pipeline (only for Opportunities)
> **Coming soon.** Pipeline sharing is not available in the current version.
When available, click **Share** on any pipeline to share it with other CRM Pro users. You'll be able to assign View Only or Edit access.
Access levels:
| Role | What they can do |
| --- | --- |
| Owner | Full control — share, edit, add/remove opportunities and stages |
| Editor | Edit pipeline name, stages, and opportunities — cannot modify sharing settings |
| Viewer | View pipeline and opportunities in read-only mode |
Shared pipelines will appear in the **My Pipeline** dropdown with an icon indicating your access level.
---
#### Converting an Opportunity to a Deal
Any opportunity can be converted to a deal at any point. **This action cannot be reversed.**
Click **Convert to Deal** on the opportunity card or from the three-dot menu.
- If **Prospect Type** is filled in, you'll be taken directly to the deal page with fields pre-populated. Complete any required fields that are highlighted.
- If **Prospect Type** is not filled in, you'll first be prompted to select a Deal Rep Type before proceeding.
How opportunity fields map to the new deal:
| Opportunity Field | Deal Field |
| --- | --- |
| Opportunity Name | Deal Name |
| Estimated Value (Seller) | Asking Price |
| Estimated Value (Buyer) | Budget |
| Estimated Value (Landlord / Tenant) | Deal Notes |
| Estimated Close Date | Estimated Close Date |
| Client Name (Seller) | Seller Contact Details |
| Client Name (Buyer) | Buyer Contact Details |
| Client Name (Landlord) | Landlord Contact Details |
| Client Name (Tenant) | Tenant Contact Details |
| Status | First Deal Status (as defined by your office) |
#### **Convert Opportunity to Listing**
Opportunities can also be converted to a listing — not just a deal. The **Convert** button on opportunity cards is now a dropdown with two options: **To Deal** and **To Listing**. The prospect type on the opportunity drives the listing type (Tenant Rep and Landlord Rep create lease listings; Buyer, Seller, and Other Rep create sale listings). When converted, the opportunity name, contact, company, property, and space are all pre-populated on the new listing. Converted listings and deals display "Created from an opportunity by \[name\] on \[date\]" in the header so the origin is always traceable.
---
#### Deleting an Opportunity
Opportunities can be deleted from:
- The Kanban board
- The Deals page (grid view)
- The Opportunities tab in a Contact Profile
---
#### Advanced Search
The Opportunities Kanban view now supports the same filters as the Deals pipeline: search by company or contact name, a Prospect Type multi-select, an Est. Close Date range, and an advanced search (deal value range, contact, company, property, listing). Filters apply to both List and Kanban views. 
### Kanban View Filters
In **Deals Kanban View**, the full filter bar is available (mirroring the grid view filters).
In **Opportunities Kanban View**, only two filters are available:
- Search bar
- Date range
---
#### Deals Kanban View
> **See, [Kanban View for Deals](https://support.dealius.com/knowledgebase/-kanban-view-for-deals?hsLang=en-us)**
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