Add an Opportunity

Use this guide to add an opportunity quickly and consistently. Consistency is more important than perfection.

When you should create an opportunity

• Any time you spot a planning gap that should lead to a paid conversation or deliverable
• Any time a client mentions a time-sensitive need (upcoming retirement, new baby, relocation, divorce, inheritance)
• Any time you see missing or outdated documents that trigger planning work

How to add an opportunity

1. Go to Opportunities from the top navigation.
2. Click + Add Opportunity.
3. Enter:
   • Opportunity Title (clear and specific)
   • Client (select the correct client)
   • Estimated Value (use your chosen value method)
4. Click Save.

How to write good opportunity titles

• Good: “Estate Plan Review and Update”
• Good: “Beneficiary Alignment Review”
• Bad: “Planning”
• Bad: “Client stuff”

Related articles

• How to Estimate Opportunity Value
• Hot Lead vs In Progress vs Identified