Set up your Opportunity Types

Opportunity Types help categorise your Opportunities by what type of sale it is.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

The Opportunity Type features on all Opportunities in the CRM, helping you categorise what kind of sale this is. For example, your business may operate in different sales areas/product groups, so it's important to be able to differentiate these types of Opportunities. 


  • You'll need CRM Admin rights in order to follow the steps in this article 

Step 1: Go to Settings Centre

To edit your Opportunity Types, click on the settings icon in the bottom left-hand corner of the CRM.

Step 2: Navigate to Sales in Settings

Next, navigate to the Sales section and scroll down until you reach the Opportunity Type configure option. By selecting the 'Click here to Configure' link, the Configure Opportunity Type window will open. Here, any existing Opportunity Types will be listed. 

Step 3: Add Opportunity Type

To add a new one, simply click on the plus icon in the top right-hand corner.
You'll now be able to start filling out information about your new Opportunity Type. The description should be relevant for all CRM users. If this particular Opportunity Type will always use a certain Opportunity Pipeline, then you can set a default Pipeline for it here.

Here you can also select a Default Pipeline for the Opportunity to be created in when this type is chosen. This is useful if you always want your 'New Jame' Opportunity Types to be placed into a certain Pipeline. Using this default avoids Users forgetting to do this and saving them clicks, ultimately streamlining your processes!

Once happy with the information entered, click 'Create' and your new Opportunity Type will be created!

To obsolete any old Opportunity Types, click on the pencil icon within the Configure Opportunity Type Window and click 'Obsolete'.

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