# Opportunities

> Track upsell, cross-sell and renewal opportunities with stage, probability, amount and close date.

An opportunity is possible revenue from an existing customer. Each one has a type: **Upsell**, **Cross-sell** or **Renewal**. Find them under **Projects › Opportunities** or on a customer's page.

## The list

**Projects › Opportunities** opens on **My Opportunities**: open opportunities you own. Switch between **Open** and **Closed**, search with **Search opportunities**, or open **Filter** to filter by **Owner**, **Close date from** / **until**, **Stage** and **Opportunity type**.

Columns: **Opportunity Name**, **Type**, **Customer**, **Amount**, **Probability**, **Stage**, **Owner** and **Est. close date**.

## Create an opportunity

1. Click **Create Opportunity**.
2. Pick the **Customer**. If the customer is churned, you see *"Selected customer is churned"*.
3. Fill in **Opportunity Name**, **Estimated Close Date**, **Opportunity Type**, **Owner**, **Probability**, **Stage** and **Amount** (shown as ARR or MRR, whichever your organization uses). **Description** is optional.
4. Click **Create**.

The stages are **Prospect**, **Value Proposition**, **Proposal / Price Quote**, **Negotiation**, **Won** and **Lost**. If you create an opportunity with stage **Won** or **Lost**, it is closed right away (*"This opportunity will be closed upon creation"*).

## Update and close

Open an opportunity with **Manage** in its menu. Change what you need and click **Save changes**.

To close it, set the **Stage** to **Won** or **Lost**, click **Close opportunity**, and confirm with **Complete**. A closed opportunity can't be edited any more.

**Delete** in the menu removes an opportunity after you confirm.

## Notifications

Turn each on or off in [Notification settings](/settings/notifications/):

- **Opportunity assigned to you**: when you're made the owner of a new opportunity.
- **Opportunity close date approaches**: one day before the estimated close date.
- **Opportunity moves a new stage**
- **Opportunity probability changed significantly**

## Opportunities from your CRM

If your CRM is connected, its deals are synced in as opportunities. The sync only reads from your CRM: changes made here are not sent back, and the next sync can overwrite them. See [HubSpot](/integrations/hubspot/).