Creating an opportunity
Fill in the primary details
Complete the opportunity form with the core fields:
- Contact — the person or company associated with this deal
- Pipeline — which pipeline this opportunity belongs to
- Stage — the current stage in your sales process
- Opportunity value — the estimated deal value
- Close date — the expected close date
- Assigned to — the team member responsible
Fill in secondary details
Add additional information:
- Opportunity name — displayed on the card in the board view
- Source — where this lead came from
- Tags — apply relevant tags for segmentation
Adding appointments and tasks to an opportunity
You can link appointments and tasks directly to an opportunity:
- Open the opportunity detail panel
- Click + Add Appointment or + Add Task
- Fill in the details and save
Opportunity management view
The opportunity management view shows the full detail of an opportunity including all associated data.
Opportunity ID
Every opportunity has a unique Opportunity ID for tracking and reference.
Restoring deleted opportunities
To recover a deleted opportunity:
Audit logs
All changes to an opportunity are logged in the audit trail.
List view
Switch to List View using the view toggle at the top of the Opportunities section.
- Sort by any column (value, close date, stage, etc.)
- Select and bulk-edit multiple opportunities
- Export the filtered list as a CSV file
- Manage visible columns
Sorting and filtering opportunities
Use the filter toolbar to narrow down the opportunities visible on your board or list view:- Filter by pipeline
- Filter by stage
- Filter by assigned user
- Filter by date range (created, close date, last activity)
- Filter by opportunity value range
- Filter by tags (including smart tags)
- Filter by status (Open, Won, Lost, Abandoned)
Customizing opportunity cards
You can control which fields appear on opportunity cards in the board view:Select visible fields
Choose which data fields to display on each card — such as value, close date, assigned user, or custom fields.
Sending an invoice or estimate from an opportunity
You can generate and send invoices or estimates directly from an opportunity record:Click 'Send Invoice' or 'Send Estimate'
In the opportunity details panel, click “Send Invoice” or “Send Estimate”.
Fill in the details
Complete the invoice or estimate form — line items, amounts, due date, and send options.
Opportunity value tracking
The Opportunity Value field records the estimated monetary value of a deal. Values appear on opportunity cards (board view), in list view columns, and roll up into pipeline totals visible at the top of each stage column. Use value data to:- Prioritize high-value deals for follow-up
- Report on total pipeline value by stage
- Build dashboard widgets showing weighted or total pipeline revenue
Lost reasons
When marking an opportunity as lost, Hoop prompts you to select a Lost Reason. These reasons are customizable and help you track why deals are not closing — enabling you to identify patterns and improve your sales approach over time.
Configuring lost reasons
Go to Opportunities > Opportunity Settings > Lost Reasons to add, edit, or remove the options that appear when closing a deal as lost.Decoupling owners for contacts and opportunities
By default, the owner assigned to an opportunity can be different from the owner of the associated contact. This decoupled ownership model allows:- A contact owner (e.g., the account manager) to maintain the overall relationship
- An opportunity owner (e.g., a sales rep) to manage a specific deal through the pipeline
- Your account manager differs from the salesperson working the deal
- Different team members handle different pipelines for the same contact
- A contact has multiple active opportunities assigned to different reps
Workflow filters and smart list filters can reference both contact owner and opportunity owner independently, allowing you to build automations and segments based on either ownership context.
Maximizing your sales pipeline
Best practices for pipeline health:- Set close dates on every opportunity so you can filter by urgency
- Use smart tags to automatically flag high-value or at-risk deals
- Track lost reasons consistently to spot trends
- Automate follow-ups using the Automations section to trigger actions based on stage changes
FAQs
What if my filters are not showing the expected results?
What if my filters are not showing the expected results?
Double-check the filter criteria and operators used. Ensure that the conditions set are not contradictory or too narrow. Try clearing all filters and re-applying them one at a time to identify the conflicting condition.
Can I customize the fields displayed in the list view?
Can I customize the fields displayed in the list view?
Yes. In list view, click Manage Fields (or the columns icon) to choose which fields appear as columns. You can also resize and reorder columns to suit your workflow.
Can I sort opportunities by multiple fields?
Can I sort opportunities by multiple fields?
Yes. In list view, click any column header to sort by that field. All features available in board view — including advanced filters and search — are also available in list view.
Where can I find the Opportunity ID?
Where can I find the Opportunity ID?
The Opportunity ID is located at the bottom left of the opportunity detail panel. Clicking on it redirects you to the audit logs for that specific opportunity.
What information is available in the audit logs?
What information is available in the audit logs?
Audit logs record every change made to an opportunity, including who made the change and when. You can filter audit logs by change type to find specific updates quickly.
How do I assign a lead to a team member?
How do I assign a lead to a team member?
Open the opportunity card, locate the Owners section in the detail panel, and select the team member from the dropdown. Tasks can also be created and assigned to any team member regardless of lead ownership.