This action either creates a new opportunity or updates an existing one within your chosen pipeline.

Choose the specific pipeline where the opportunity should be placed.

Designate the particular stage within the pipeline where this opportunity will be located.

Identify the source from which the opportunity originated.

Enter the monetary value attributed to this lead.

Set the current status of the opportunity (Open, Won, Lost, or Abandoned).

Activate this option to permit the opportunity to regress to any earlier stage within the selected pipeline.

Turn on this feature to enable the creation of duplicate opportunities within the same pipeline.