Managing opportunities

Once your pipelines are set up, you can create and manage individual opportunities to track deals through your sales process.

Creating an opportunity

Click '+ Add Opportunity'

From the Opportunities section, click the ”+ Add Opportunity” button.

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

Primary opportunity fields in creation form — The primary opportunity fields — contact, pipeline, stage, value, and assigned user

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

Secondary opportunity details form — Secondary opportunity fields including name, source, and tags

Tags field on opportunity creation form — Apply tags to organize and segment this opportunity

Review and save

Review the opportunity card preview, then click Save to create the opportunity. It will appear on the board in the selected stage.

Adding appointments and tasks to an opportunity

You can link appointments and tasks directly to an opportunity:

Appointment linked to opportunity — Add an appointment directly to an opportunity from its detail panel

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 management detail view — The opportunity management view with all linked data and activity

Opportunities board overview — The Opportunities board with all opportunities visible across pipeline stages

Opportunity ID

Every opportunity has a unique Opportunity ID for tracking and reference.

Restoring deleted opportunities

To recover a deleted opportunity:

Open Opportunity Settings

Navigate to Opportunities > Opportunity Settings.

Go to Deleted Opportunities

Click the Deleted Opportunities tab to see recently deleted records.

Deleted opportunities restore view — The Deleted Opportunities tab showing recoverable records

Select and restore

Check the opportunities to recover and click Restore.

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.

In list view you can:

Sort by any column (value, close date, stage, etc.)

Sort options in list view — Sort opportunities by clicking any column header in list view

Select and bulk-edit multiple opportunities

Bulk edit in list view — Select multiple opportunities for bulk editing in list view

Export the filtered list as a CSV file
Manage visible columns

Manage fields in list view — Manage which fields appear as columns in list view

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)

Opportunities filter toolbar — Applying filters to narrow down opportunities in the board view

Save frequently used filter combinations for quick access.

Customizing opportunity cards

You can control which fields appear on opportunity cards in the board view:

Open card customization

Click the Settings or Customize Cards option in the Opportunities toolbar.

Select visible fields

Choose which data fields to display on each card — such as value, close date, assigned user, or custom fields.

Manage fields on opportunity cards — Selecting which fields appear on opportunity cards in the board view

Save

Click Save to apply the card layout.

You can also show additional detail directly on a card by enabling the Show Additional Information option, which surfaces secondary fields without opening the full detail panel.

Card additional information toggle — Enabling additional information display on an opportunity card

Sending an invoice or estimate from an opportunity

You can generate and send invoices or estimates directly from an opportunity record:

Open the opportunity

Click on an opportunity card to open it.

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.

Send

Click Send to deliver the invoice or estimate to the contact.

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.

Dragging opportunity to lost stage — Drag an opportunity to the Lost stage to trigger the lost reason prompt

Lost reason selection dialog — Select a lost reason when closing a deal as lost

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

When a new opportunity is created, the opportunity owner defaults to the contact owner but can be changed independently. Changing the opportunity owner does not change the contact owner, and vice versa. When to decouple owners:

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

Review your pipeline regularly by filtering for stale opportunities (no activity in 14+ days). Use bulk actions to update stages, reassign ownership, or trigger automations to re-engage contacts.

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?

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?

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?

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?

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?

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?

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.

Contacts Overview

Managing Contacts

Organizing & Segmenting

Import & Export

Tasks & Compliance

Opportunities Overview

Pipeline Management

Sales Tools

Automation & Reporting

Managing opportunities

Creating an opportunity

Adding appointments and tasks to an opportunity