Opportunity Types & Stages

Opportunity Types


Opportunities can be used to track leads and potential deals.

Click here to check the article “Adding and Tracking Opportunities”.


In the Opportunity Types section of Contacts Settings, you can add, edit, or delete opportunity types.

To customize opportunity types, go to Organization Settings – Contacts Settings and select Opportunity Types.


Now in the Fields section of Contacts settings, click the + Add Opportunity Type button to add a new opportunity type, or click any pencil icon or x icon to respectively edit or delete any existing opportunity type.

Opportunity Stages


In the Opportunity Stages section of Contacts Settings, you can add, edit or delete opportunity stages.