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The Opportunities section helps you manage your sales pipeline by organizing leads into stages and tracking them from first contact to close. It gives you a clear view of deal status, pipeline value, and conversion performance.
Opportunities overview

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Getting started

To access Opportunities, click the Opportunities tab in the left sidebar of your Hoop account.

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Filter by pipeline

Use the pipeline dropdown to switch between different pipelines you’ve created. This helps you focus on a specific sales process or product line.

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Board view and list view

Opportunities can be displayed in two formats:
Opportunities views
  • Board view — a Kanban-style layout showing opportunities as cards organized by pipeline stage
  • List view — a tabular layout useful for sorting, filtering, and bulk editing

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Adding an opportunity

Click ”+ Add Opportunity” to create a new opportunity manually. Fill in the contact, pipeline, stage, value, and any custom fields.

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Importing opportunities

Click Import to create opportunities in bulk from a CSV file. Requirements:
  • CSV format only
  • Single sheet
  • Under 30 MB
  • Header row with columns matching system fields
Opportunity imports cannot be reversed.

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Key features

Pipelines

Organize deals into custom pipelines with defined stages. Set permissions and use smart tags.

Bulk actions

Import, export, bulk edit, and bulk delete opportunities to manage large deal volumes efficiently.

Custom fields

Capture deal-specific data using custom fields on opportunity records.

Lost reasons

Track why deals are lost to identify patterns and improve your sales process.
Last modified on March 4, 2026