For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/create-opportunity-from-contact-list.md.
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      • How do I create an opportunity for a contact straight from the contact list?

      Hover the contact's Opportunities column badge and click New opportunity (or Create opportunity when the contact has none yet). The same Add opportunity form from the pipeline opens, with the contact already selected and the title [MANUAL] <contact name>.

      Before you start

      • You need access to at least one pipeline with stages. Attendants only see pipelines they are linked to.

      Steps

      1. In My Contacts, hover the contact's Opportunities badge. On mobile, tap it.
      2. Click New opportunity in the footer — or Create opportunity if the contact has no opportunities yet.
      3. Check the Pipeline. It defaults to the last pipeline you opened in this workspace; if that pipeline no longer exists, the first one in the list is used. Pick another one in the selector to change it.
      4. Choose the Stage in the stage bar. By default the opportunity goes into the first one.
      5. Adjust the title and other fields if needed, then click Add.

      An Opportunity created notice confirms it, and the Opportunities column count updates.

      If it didn't work

      • Add stays disabled → no pipeline is selected, or the chosen pipeline has no stages yet. Pick another pipeline.
      • The selector shows No pipelines available → you don't have access to any pipeline. Ask an admin to link you to one.
      • A card limit notice appears → the chosen stage reached its limit. Pick another stage.