Create and manage sales opportunities in 6am

Use an opportunity to track a specific sales request in 6am. One contact may have several opportunities. A form can create a new opportunity for each distinct accepted submission, so check for an existing request before entering one manually.

• Owner: A company member with permission to manage contacts.
• Prerequisites: An active contact, an active pipeline with stages (SOP 005) and a current responsible member with permission to manage contacts.
• Outcome: A request with an accountable owner and a visible next stage.

1. Find the existing request

Open Sales opportunities in the correct company. Search by title or contact email and filter by pipeline, stage, responsible person or status. If a form already created the opportunity, open that row instead of creating another.

For form-generated records, use Original submission to read the received values and receipt ID. These values were submitted by a visitor and are not verified. They remain separate from the current contact fields and editable internal notes.

2. Create an opportunity

1. Select Create opportunity and enter a title that identifies the request.
2. Search for the active contact. Confirm the identity before selecting it.
3. Choose the responsible person, active pipeline and a stage belonging to that pipeline.
4. Set Open for work still being handled. Add relevant internal notes and save.
5. Find the new row and verify its contact, stage, responsible person and status.

The contact cannot be replaced through opportunity editing. To consolidate duplicate identities, use contact merge; linked opportunities transfer to the surviving contact and their tasks stay attached.

3. Progress or close the deal

Use Edit to change stage, owner, title or notes. Keep the stage aligned with something that actually happened. Mark Won only after the company's success condition is met, or Lost after the decision to stop pursuing the request. Record the context in internal notes.

Changing status does not complete or cancel tasks. Open Follow-up tasks from the opportunity and resolve them explicitly using SOP 104. Reopening a deal is a deliberate edit to Open; new form submissions do not reopen or overwrite earlier deals.

4. Review exceptions

If the responsible person leaves the company or loses access, assign a current eligible member. If the contact is archived, existing opportunities can still be closed, but new tasks cannot be created for that archived contact. Archived pipelines must be reactivated before editing their opportunities.

A stale-record warning means another change occurred. Reload and reconcile before saving. Do not overwrite newer decisions by repeatedly submitting an old editor.

Completion evidence

Record opportunity ID, contact, pipeline/stage, owner, status and next task. Confirm one responsible person knows the next action. This version has list filters rather than a drag-and-drop board, and does not calculate revenue, send messages or trigger actions when a stage changes.