> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automatic-opportunity-creation-in-a-funnel-stage.md).

# CRM - Automatic Opportunity Creation in a Funnel Stage

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

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FFvmD1pFp2CnQEUCJEQsc%2Fimage.png?alt=media&amp;token=9242d7a0-5d35-441f-a974-b8046e211f23" alt="" width="375"><figcaption></figcaption></figure>

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

Open your CRM;

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

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FbvX0XmV5ev8gJNEwVQ5b%2Fimage.png?alt=media&amp;token=fedc44e4-d45c-4032-998b-12400757bd05" alt=""><figcaption></figcaption></figure>

Click the gear icon to enter stage automations;

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

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FiRWYaX6C1eC4KCBhMwg2%2Fimage.png?alt=media&amp;token=67283a5e-013e-4b8c-ab20-048e4474bd45" alt=""><figcaption></figcaption></figure>

Define the **settings** of automatic creation;

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<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FPidoci1UZARB0yluwukF%2Fimage.png?alt=media&amp;token=11d5b1aa-ea47-4e37-9d91-1209466a130a" 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 for 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)\
Owner Type: Set the owner type (Simple, Random from list, etc)\
Owner: Select the owner, 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 "test" and "test b" are added to a lead, an opportunity will automatically be created with that lead at this specific stage of the sales funnel.
{% endhint %}

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FwhDtiMbQYXyrKyXutIRw%2Fimage.png?alt=media&amp;token=5e725cab-6724-4b66-a45c-9c4ec5da6c18" alt=""><figcaption></figcaption></figure>

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