Creating and Updating Opportunities in Nexi

Opportunities in Nexi represent trackable deals and include AI-powered probability scoring and recommendations. This guide explains how to create, update, and manage opportunities, including linking contacts and goals.

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Creating Opportunities

1. Navigate to Opportunities and select + New,
   or open a contact and choose + Link to create a connected opportunity.

2. Enter opportunity details:

   • Title

   • Amount and Currency

   • Goal (select an existing goal or create a new one)

   • Stage

3. Add related contacts, designating the primary contact first.

4. Set the probability and close date.

5. Select Save. Nexi’s AI tool automatically fetches the initial conversion probability.

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Updating Opportunities

1. Open an opportunity and select Edit to update values such as:

   • Stage

   • Amount

   • Goal

   • Probability (updates may require confirmation)

2. Use the Contacts tab to add or modify related contacts.

   • Add multiple contacts using the tool (e.g., by ID).

   • Assign roles or influence levels for deeper pipeline insight.

3. Track ongoing progress:

   • Add notes or upload documents

   • Use pipeline drag-and-drop to reorganize stages visually

Tip: If probability or scoring seems outdated, request a cache refresh via the AI panel. Linking tasks to opportunities helps maintain momentum and ensures better AI scoring accuracy.

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Explore more in the Pipeline Management and Tasks articles to streamline your workflow further.