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

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

Open your CRM;

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

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

<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 run the automation** click the icon selected below;&#x20;

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

Define the **settings** of 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 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="/files/74794732e452d8432f6add754bbf050e13ae6458" 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>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## 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, and the optional `goal` query parameter:

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

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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.