Manage Opportunities and Pipeline Records

Overview

Create, assign, and maintain opportunities generated manually, from Website Channel leads, or through Zappilo AI.

Before You Start

• Opportunity module access in the current plan.
• Permission to view your own or global opportunities.
• A contact or customer conversation when the opportunity is lead-based.

Steps

1. Open Opportunities

Choose Opportunities from the tenant navigation to view the available records and ownership.

2. Create or review the record

Enter the opportunity details manually or open a record created from a qualified Website Channel or AI conversation.

3. Set ownership

Use the central opportunity Auto Assignment configuration in Zappilo AI when opportunities are created through AI workflows.

4. Maintain custom information

Use Opportunity Custom Fields to capture the business-specific details required by the sales process.

5. Update the pipeline

Keep stage, status, assignee, and related contact information current as the conversation progresses.

Recommended Practices

• Use one authoritative assignment configuration for AI-created opportunities.
• Avoid duplicate opportunities for the same request and contact.
• Review unassigned and ageing opportunities regularly.

What Happens Next

Customer interest can move from a conversation into a structured, assigned opportunity record without losing contact context.