How to Create an Opportunity in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

To create an opportunity, go to Opportunities, click + Add Opportunity, pick a contact, assign a pipeline and stage, set value and status, and assign an owner. Custom fields and additional contacts can be added at creation or later.

Opportunities are how Sparkforge tracks potential sales. Each one ties a contact to a pipeline, stage, value, and owner so you can follow the deal from first conversation to closed.

What you get from creating opportunities

  • Centralized tracking: see every open deal in the Opportunities dashboard.
  • Value forecasting: log expected revenue for better projections.
  • Ownership: assign who's responsible.
  • Context: store conversation notes directly on the opportunity card.

Step 1: Open Opportunities

  1. Log in to your sub-account.
  2. Click the Opportunities tab.
  3. Click + Add Opportunity in the top right.

Step 2: Pick or create the contact

Select a Primary Contact from your existing list, or enter a new contact's name, email, and phone. Every opportunity needs one primary contact.

Step 3: Assign pipeline, stage, and status

  1. Enter an Opportunity Name (or keep the default contact name).
  2. Pick the Pipeline.
  3. Pick the Pipeline Stage.
  4. Set the Status: Open, Lost, Won, or Abandon. Default is Open.
  5. Enter the Opportunity Value.

Step 4: Assign owner and details

  1. Assign an Owner so it's clear who handles the deal.
  2. Add Followers if multiple team members need visibility.
  3. Fill in any additional fields you've configured (Business Name, Source, Tags, etc.).

Step 5: Save

Click Add/Manage Fields if you need to manage custom fields, then click Create. Verify the new opportunity in your pipeline view.

Frequently Asked Questions

Can I assign an owner to an opportunity later?
Yes. Open the opportunity card, pick a new owner from the dropdown, and save. Ownership can change at any point in the deal.
Can I change the opportunity value after creation?
Yes. Edit the Opportunity Value field in the Edit Drawer and save. This updates forecasts immediately.
Can I duplicate an existing opportunity?
Not at this time. You'll need to create a new opportunity manually and copy any relevant fields over.
What happens if I delete a contact linked to an opportunity?
The opportunity stays but the contact link breaks. Re-associate a new contact or restore the original to keep context intact.
How do I move an opportunity to a different stage?
Drag the card to the new stage column on the Opportunities board, or open the Edit Drawer and pick a new stage from the dropdown.

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