> For the complete documentation index, see [llms.txt](https://guides.mangoapps.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.mangoapps.com/admin-guide/module-settings/crm/all-opportunities/create-new-opportunity.md).

# Create New Opportunity

### Overview

Click the **Create Opportunity** button to easily add and track new sales leads, deals, or business prospects within the CRM module.

<figure><img src="/files/70rXSaIpNjHMv38P46iR" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="success" %}
Deleting a custom field only removes the association of the field from the opportunity.&#x20;
{% endhint %}

***

### Adding a New Opportunity

To get started, click the **Create Opportunity** button. This opens a pop-up form where you can enter the opportunity details.

#### Fill in the Opportunity Details

| Field                                                                     | Description                                                                                                                                 |
| ------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- |
| **Opportunity Title&#x20;**<mark style="color:red;">**(Required)**</mark> | Enter a name for the opportunity. This will be used as its identifier across the CRM module.                                                |
| **Account**                                                               | Enter the associated account name. This account is automatically added to the **Companies** list under *Admin Portal > Domain > Companies*. |
| **Description**                                                           | Provide a detailed description of the opportunity. Use this field to include key information such as background, goals, or contact details. |
| **Amount**                                                                | Enter the estimated value of the opportunity.                                                                                               |

#### Select the Amount Type

Choose how the opportunity amount should be interpreted:

* **Fixed Bid** – A single, one-time amount.
* **Per Year** – Amount calculated annually over a defined number of years.
* **Per Month** – Amount calculated monthly over a defined number of months.

#### Specify Classification Details

| Field                                                         | Description                                                                   |
| ------------------------------------------------------------- | ----------------------------------------------------------------------------- |
| **Type**                                                      | Select the type of opportunity from the drop-down list.                       |
| **Lead Source**                                               | Choose how this opportunity originated (e.g., Web, Referral, Campaign).       |
| **Probability**                                               | Enter the percentage likelihood of successfully closing the deal (e.g., 70%). |
| **Close Date**                                                | Set the estimated closing date of the opportunity.                            |
| **Stage&#x20;**<mark style="color:red;">**(Required)**</mark> | Select the current stage of the opportunity in the sales process.             |

Click the **Create** button to save and add the opportunity to your domain.

***

### Custom CRM Opportunity Fields

Custom fields allow you to capture additional information for opportunities based on your team’s or company’s workflow. You can create custom fields for a variety of purposes—such as deadlines, priority, cost, or other business-specific data points. Custom fields can be configured by first clicking the **...More** dropdown menu, then selecting **Add Custom Fields**.

<figure><img src="/files/ot5aogH41ceNdY7gBRPK" alt="" width="563"><figcaption></figcaption></figure>

For example, you might add a custom field called **Opportunity ID** with options like **Yes** and **Rejected** to help track unique identifiers.

MangoApps supports the following types of custom fields:

* **Single Line Text** – For short text entries.
* **Multiple Line Text** – For longer text or detailed notes.
* **Multiple Choices (Multiple Selection)** – Users can select more than one option.
* **Multiple Choices (Single Selection)** – Users can select only one option.
* **Calendar Lookup** – For selecting dates.

These fields help tailor the opportunity records to better fit your sales process and reporting needs.

{% hint style="success" %}
Custom fields can be mapped to external APIs for syncing data.
{% endhint %}