> ## Documentation Index > Fetch the complete documentation index at: https://learn.nexudus.com/llms.txt > Use this file to discover all available pages before exploring further. # Opportunities > Track potential and existing deals as opportunities, move them through the stages of your CRM boards, and record whether you win or lose them. ## Overview An **opportunity** is a deal you're working on with a customer or prospect: a tour request, an enquiry about a private office, an upgrade, a renewal at risk. Each opportunity sits in a stage of a [CRM board](https://learn.nexudus.com/platform/crm/boards.md) and moves through the stages until you win or lose it. Opportunities are linked to a customer record, so everything about the deal — messages, notes, tours, tasks, proposals and files — is kept in one place. ## How to access Go to **CRM → Opportunities** to see all opportunities. To see one customer's opportunities, open the customer and go to **CRM → Opportunities**. ![Opportunities list](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/crm/crm-opportunities.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=aff4699907b152d03ffbd834bc7bc7be) Use the list's views to see opportunities that are **In progress**, **Won** or **Lost**, or only the ones you're responsible for. ## Add an opportunity Opportunities can be added in three ways: * **Automatically**, when a customer meets a stage's auto-assignment condition, such as booking a tour. See [Boards](https://learn.nexudus.com/platform/crm/boards.md). * **From a contact request.** In **Contact Requests**, tick one or more requests and select **Add Opportunity**, then choose the stage to add them to. If the sender isn't a customer yet, Nexudus creates a customer record for them. * **Manually**, as below. **1. Open the form** Go to **CRM → Opportunities** and select **Add Opportunity**. You can also add an opportunity from a CRM board. **2. Choose the customer** Select the **Customer**. To add someone who isn't a customer yet, type their name and select **Add**. **3. Name the opportunity (optional)** Add an **Opportunity name** to tell apart several opportunities for the same customer, such as "Suite 4 upgrade". It appears as a tag before the customer's name. **4. Place it on a board** Select the **Board** and the **Stage** the opportunity starts in. **5. Add the details** Fill in any other details you need. See [Opportunity details](#opportunity-details). **6. Save** Save the opportunity. ### Prospects without an email address If a broker passes you a lead without contact details, you can still track it. When adding a new customer from the **Customer** field, turn on **I don't yet have an email address for this customer**. You can add the email address to the customer record later. ## Opportunity details The **Details** tab holds the main information about the deal: ![An opportunity open on the Details tab](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/crm/crm-opportunity-details.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=18099144cf0d3c04cef9f37ecc40904b) | Field | What it's for | | - | - | | **Customer** | The customer or prospect the deal is with | | **Opportunity name** | An optional label to tell apart several opportunities for the same customer | | **Board** and **Stage** | Where the opportunity sits. Choose a stage on another board to move it between boards. | | **Type** | The [opportunity type](#opportunity-types). Choosing a type fills in **General notes** from the type's template. | | **Source** | Where the opportunity came from, such as **Web**, **Referral**, **Broker** or **Google search** | | **Status** | **In progress**, **Won** or **Lost**. See [Win or lose an opportunity](#win-or-lose-an-opportunity). | | **Loss reason** | Why you lost the deal, such as **Price**, **Timing** or **Competition**. Shown when the status is **Lost**. | | **General notes** | Notes your team sees as soon as they open the opportunity | | **Responsible** | The admin who owns the deal | | **Value** | The revenue you expect if you win it, for example the monthly price of the plan they're interested in | | **Follow up by** | The date to get back in touch. Use **Add a day**, **Add a week** or **Add a month** to push it back quickly. | ### Other tabs Each opportunity also has tabs for the work around the deal: | Tab | What it shows | | - | - | | **Referrers** | The **Referring customer** or **Referring agent/broker** who sent you the lead, and the UTM values from the link they used. See [Track campaigns with UTM codes](#track-campaigns-with-utm-codes). | | **Messages** | Messages to and from the customer. You can send a new message from here. | | **Notes** | Internal notes, visible to admins only | | **Visits** | Tours and visits. Register the prospect as a visitor to book them a tour. | | **Tasks** | Tasks linked to the deal, such as "Send floor plan" | | **Proposals** | Proposals sent to the customer, and their status. See [Proposals](https://learn.nexudus.com/platform/crm/proposals.md). | | **Files** | The customer's documents. See [Customer documents](https://learn.nexudus.com/platform/crm/documents.md). | | **Forms** | Forms sent to the customer, and whether they've submitted them | | **History** | Each time the opportunity moved stage, when and by whom | ## Move an opportunity Drag the opportunity to another stage on the board, or change its **Stage** on the **Details** tab. Each move is recorded in its **History**, and any actions set up on the new stage run. See [Boards](https://learn.nexudus.com/platform/crm/boards.md). ## Win or lose an opportunity Set the opportunity's **Status** to **Won** when it leads to a sale, or **Lost** when it doesn't. For a lost opportunity, choose a **Loss reason** so you can see later why deals fall through. Nexudus records the date it was won or lost. A stage can also be set up to win or lose opportunities automatically: moving an opportunity into it changes its status for you. Won and lost opportunities stay in **CRM → Opportunities**, under the **Won** and **Lost** views. ## Opportunity types Opportunity types group similar deals, such as "Private office enquiry" or "Event space", and give them a notes template. When you choose a type on an opportunity, its **General notes** are filled in from the template, for example with a checklist of questions to ask. To add a type, go to **CRM** and, under **Opportunities**, select **Opportunity types**. Then select **Add opportunity type**, enter a **Type name**, choose the **Location** and write the **Notes template**. ## Track campaigns with UTM codes UTM codes are tags you add to the end of a link to see which campaign brought someone in. When a prospect uses a tagged link to reach your Members Portal and, for example, books a tour, the UTM values are saved on the **Referrers** tab of their opportunity. Add a `?` to the end of the link, then one or more codes separated by `&`: | Code | What it records | Example | | - | - | - | | `utm_source` | Where the visitor came from | `utm_source=facebook` | | `utm_medium` | The type of channel | `utm_medium=email` | | `utm_campaign` | The campaign | `utm_campaign=september-offer` | | `utm_content` | Which link in the content | `utm_content=header-button` | | `utm_term` | The search keywords, for paid search ads | `utm_term=private+office` | For example, a link to your tour form in a September newsletter might be: ``` https://yourspace.example.com/tour?utm_source=newsletter&utm_medium=email&utm_campaign=september-offer ``` Values can contain letters, numbers, full stops, hyphens and `+` signs. ## Export or delete opportunities * **Export:** in **CRM → Opportunities**, tick the opportunities and export them from **Bulk actions**. * **Delete:** tick the opportunities and delete them from **Bulk actions**, or open one and delete it. Deleting can't be undone, so consider exporting first. > [!TIP] > > Name opportunities so they still make sense months later, such as "Suite 4 upgrade - March" rather than "Follow up". ## Related * [Boards](https://learn.nexudus.com/platform/crm/boards.md): the pipelines opportunities move through, and stage automations * [Proposals](https://learn.nexudus.com/platform/crm/proposals.md): sending a formal offer for an opportunity * [Custom fields](https://learn.nexudus.com/platform/crm/custom-fields.md): adding your own fields to opportunities * [Reminders](https://learn.nexudus.com/platform/crm/reminders.md): automated follow-ups This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.