Opportunities FAQs

A contact is a person. An opportunity is a potential deal with that person. One contact can have multiple opportunities if you work with them on different projects.

No. Pipeline stages are not able to be edited or reordered.

Check that automation is turned on in settings and the automation is set to the correct event type. New contacts are added automatically when their opportunity is created.

No. Undo is not available. If you created an opportunity by mistake, delete it instead by opening it and selecting Delete.

You can easily drag it back to the correct stage. Calendly keeps a history of all moves, so you can see when changes were made.

No. You can create as many opportunities as you need.

An opportunity is idle when your intro call is done, your recap is sent, and nothing has happened for 7 days.

Not right now. Calendly uses the same timing for all opportunities.

Turn on Notetaker for the most accurate results. Idle flags depend on activity from your meetings.