Overview
Create an opportunity when a lead is worth tracking before you invest time in a full fence estimate. You must link a customer first, then enter jobsite, reference, and scheduling preferences.
Where in the app: Sidebar → Opportunities → New Opportunity
Open: New Opportunity
Also: Create menu → Opportunity.
Step 1: Select or add a customer
- Open New Opportunity.
- In Select or Add New Customer, search for an existing customer or open Create a New Customer.
- Select the customer to unlock the opportunity form.
Every opportunity requires a customer record. See Add a customer for field details.
Step 2: Job site address
Pick the address for this project from the customer's saved addresses (Job Site, Billing, or Shipping).
| Action | Purpose |
|---|---|
| Click an address row | Select it for this opportunity (required) |
| New Address | Add a Job Site, Billing, or Shipping address via map search |
At least one address must be selected before save.
Step 3: Opportunity reference
| Field | Required | Notes |
|---|---|---|
| Reference Name | Yes | Short title for the list and convert flow (for example, Smith backyard chain link) |
| Project Description | No | Scope notes, access issues, customer requests |
Step 4: Service details
| Field | Notes |
|---|---|
| Salesperson | Name shown on detail view |
| Is there a quote deadline? | Toggle on to set a Deadline Date |
| On-site visit required? | Toggle on to schedule a visit |
| Preferred visit date | Shown when visit is required |
| Preferred Arrival Time | Anytime, Morning, Afternoon, Evening (select at least one when visit is on) |
Step 5: Files (new opportunities only)
Upload photos, plans, or other documents on the Files section before first save. After save, manage files on the detail page Files tab.
Save and convert
Use the Save & ... menu (bottom right):
| Option | Result |
|---|---|
| Save Opportunity | Creates the record with status New; stays on page or returns to list |
| Convert to Quote | Saves and starts quote creation (same end result as Convert to Quote from the list) |
On the detail page edit mode, the menu shows Update Opportunity instead of Save Opportunity. Convert to Quote from Save & ... is only on the initial create flow.
Validation
Dirt Face prompts when required fields are missing:
- Customer not selected
- No jobsite address selected
- Reference Name empty
- Visit required but no Preferred Arrival Time selected