Overview
Turn buying intent into an owned pipeline opportunity.
Before you start
Step-by-step guide
Step 1
Use the conversation CRM action to create an opportunity
Open /inbox and use the conversation crm action to create an opportunity.
Visual guidance · desktop
The contact, opportunity and next Action are linked without duplication.
Open /inbox and look for: Create opportunity action.
Expected result: The contact, opportunity and next Action are linked without duplication.
If it fails: If the expected state does not appear, use the page retry action and confirm your workspace and permissions.
Tips
- Complete the workflow in the workspace where the underlying customer data belongs.
Common mistakes
- Working in the wrong workspace. Confirm the workspace switcher before making changes.
Troubleshooting
- The control is unavailable: Check your role, plan and integration health, then retry.
Best practice
Use this workflow to achieve: Turn buying intent into an owned pipeline opportunity.
Continue in Gain Momentum
Open the feature for this guide when you are ready to apply it.
Open feature