Track your opportunity inside your own Capsule CRM

Adding leads to the Capsule CRM pipeline typically involves creating an Opportunity. Here is the simple process:

1. Create a New Opportunity From the main menu bar (usually at the top), click the icon to add a new item and select Opportunity. Alternatively, if you are already looking at a specific contact's page, you can click "Add Opportunity" directly from there.

2. Fill in the Opportunity Details A form will appear where you define the lead. The most important fields for your pipeline are:

3. Save to Pipeline Once you click Save, the lead will immediately appear in your Sales Pipeline under the Milestone column you selected.