# CRM - Automatic Opportunity Creation at a Funnel Stage

With automatic opportunity creation, new opportunities will be generated automatically at certain stages of the sales funnel. This will occur when certain predefined conditions are met.

<figure><img src="/files/c707026187e1435d0760f270455b9513f610b0d4" alt="" width="375"><figcaption></figcaption></figure>

To configure the automatic Stage movement in your CRM follow the step-by-step:

Open your CRM;

<figure><img src="/files/f3fd788602079c002f87f4d28123f4ea7807f1ee" alt=""><figcaption></figcaption></figure>

Then, select the **funnel** where you want to create this automation;

<figure><img src="/files/b97f5e7b83df23fbcf01d16800f6247b0fb43b96" alt=""><figcaption></figcaption></figure>

Click the gear icon to enter stage automations;

<figure><img src="/files/2969ada632e73ce7456931828a93a23aa550b449" alt=""><figcaption></figcaption></figure>

In the stage that **you want to execute the automation** click the icon shown below;&#x20;

<figure><img src="/files/996922a01da8d8ddfb8fe9132700021c10f6ff75" alt=""><figcaption></figcaption></figure>

Set the **settings** of the Automatic creation;

<figure><img src="/files/de25e98ee500499f446d6aa2fd5f0a9d96a9bce4" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/3286280ac44ff65c0c5c689218f6ef0e7a5a1390" alt=""><figcaption></figcaption></figure>

**Triggers**: The automation conditions will only be checked and an opportunity will be created when a lead performs at least one of these actions.

**Conditions:** When the conditions are met, a new opportunity will be created for the lead, **if it does not already exist in the funnel.**

**Opportunity data:** Configure what the data of the new opportunities to be created will be. *We recommend that you use tokens to create opportunities with variations.*

Value: Set the opportunity value;\
Status: Set the opportunity Status (Open, won or lost)\
Responsible Type: Set the responsible type (Simple, Random from list, etc)\
Responsible: Select the responsible person, according to the selected type;\
\ <mark style="color:orange;">**Published**</mark>**:** We will only create new opportunities if this automation is published.

{% hint style="info" %}
**Example:** In the Trigger, we configured "A tag was added to the lead", which means that when the tags "teste" and "teste b" are added to a lead, an opportunity will be automatically created with that lead in that specific stage of the sales funnel.
{% endhint %}

<figure><img src="/files/74794732e452d8432f6add754bbf050e13ae6458" alt=""><figcaption></figcaption></figure>

*Finally, click "**Save Automation**" and your opportunities will be automatically created in the desired stage, according to your settings.*<br>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automatic-creation-of-opportunity-in-a-funnel-stage.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.