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

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Creating an opportunity

1

Click '+ Add Opportunity'

From the Opportunities section, click the ”+ Add Opportunity” button.
2

Fill in the details

Complete the opportunity form:
  • 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
  • Custom fields — any additional business-specific data
3

Save

Click Save to create the opportunity. It will appear on the board in the selected stage.

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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)
Save frequently used filter combinations for quick access.

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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.)
  • Select and bulk-edit multiple opportunities
  • Export the filtered list as a CSV file

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Customizing opportunity cards

You can control which fields appear on opportunity cards in the board view:
1

Open card customization

Click the Settings or Customize Cards option in the Opportunities toolbar.
2

Select visible fields

Choose which data fields to display on each card — such as value, close date, assigned user, or custom fields.
3

Save

Click Save to apply the card layout.

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Viewing additional information on an opportunity card

Click the expand icon on any opportunity card to see a detailed view without leaving the board. This shows the full opportunity details, linked contact, activity history, and any notes.

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Sending an invoice or estimate from an opportunity

You can generate and send invoices or estimates directly from an opportunity record:
1

Open the opportunity

Click on an opportunity card to open it.
2

Click 'Send Invoice' or 'Send Estimate'

In the opportunity details panel, click “Send Invoice” or “Send Estimate”.
3

Fill in the details

Complete the invoice or estimate form — line items, amounts, due date, and send options.
4

Send

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

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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.

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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.

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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
Last modified on March 4, 2026