# Getting started: setting up sales pipelines and opportunities

> Learn how to organise your sales process with Futuria CRM. This guide shows you how to create pipelines, import contacts and automate the creat...

Author: Futuria Support Team · Published: March 5, 2026 · Reading time: 4 min read

Source: https://futuriamarketing.com/en/supporto/guida-impostare-pipeline-opportunita/

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Organising your sales pipeline can look complicated, but think of it as setting up your workspace for success: everything has its place and nothing gets lost.

With a structured pipeline, you can **track leads effortlessly**, automate follow-ups and close deals faster. Ready to organise your sales? Let’s get started!

### Table of contents

- [Create a sales pipeline](#crea-pipeline-di-vendita)
- [Import contacts as opportunities](#importa-contatti-come-opportunita)
- [Create an opportunity manually](#crea-opportunita-manualmente)
- [Create an opportunity through automation](#crea-opportunita-con-automazione)

## Create a sales pipeline

Setting up a new sales pipeline is child’s play and helps you see exactly where each lead sits in your sales process. Here is how easy it is to get started:

1. Go to **Opportunities**.
2. Click **Pipelines**.
3. Click **Create new pipeline**.

![The button for creating a new pipeline in Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/e54764f1-a240-4715-9797-66e6a5f351d0.png)

1. Enter the details (name, stages and so on) and click **Save**.

![The dialogue box for creating a new pipeline, with fields for the name and the stages.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/d52ec5f4-3a04-40af-9c0a-f965f4f1e33a.png)

Consider customising your pipeline stages to suit your team’s workflow, for example:

- New lead
- Qualified lead
- Call booked
- No-show
- Overdue
- Closed
- No reply

Next, you can **import your existing contacts** to populate your pipeline.

## Import contacts as opportunities

Do you have a contact list from an event or another platform? Good news: you can easily import them straight into your sales pipeline and turn those leads into opportunities in a few clicks:

1. Go to **Opportunities**.
2. Click **Import**.

![The button for importing opportunities in the pipeline view.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/5b79bb61-d354-402e-bb74-ca5a617ec1b7.png)

1. Select **Opportunities**.
2. Click **Next**.

![The import screen showing the option to import opportunities.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/b29d2418-a9a3-48a4-89d3-7ceb8c5f347c.png)

1. Upload your file.
2. Click **Next**.

![The step for uploading a CSV file to import opportunities.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/0fec1215-d650-4c9e-a1ca-bbe9e1855108.png)

1. Match the columns in your file to the Opportunity fields.
2. Click **Next**.

![Mapping the CSV file columns to the opportunity fields in Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/4da4df1c-12ad-4630-8859-99def1b2e3fd.png)

1. Check all the information and click **Start bulk import**.

![The bulk import summary before starting the process.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/bc5d9840-3d63-4d77-bdab-d9a059a6c9ec.png)

Now you might want to **add opportunities manually** to fine-tune your pipeline.

## Create an opportunity manually

Sometimes opportunities arrive one at a time, and adding them manually gives you precise control. It is also quick and intuitive! Here is how:

1. Go to **Opportunities**.
2. Click **Add opportunity**.
3. Select an existing contact or enter the details for a new one.
4. Fill in the opportunity details (pipeline name, stage, value and so on).
5. Click **Create**.

![The form for manually creating a new opportunity.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/3ebb61e3-96ed-4570-8a41-8186a603c53f.png)

## Create an opportunity through automation

Automating opportunity creation keeps your pipeline tidy with no extra steps. Below you will find a quick example that fires whenever someone submits a form, followed by a note about other triggers you can use.

1. **Open the workflows**Go to **Automation → Workflows** in the left-hand menu.

  ![Navigating to the Automations and Workflows section in Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/3e42a040-ce7e-455d-9cc3-9d0acb2dd2e3.png)
2. **Start a new workflow**Click **+ Create workflow** → **Start from scratch** (or choose a template you want to use).
3. **Add a trigger – Form submitted**

  - Click **+ Add new trigger** and choose **Form submitted**.
  - Select the specific form that collects your leads’ information.
  - Press **Save trigger**.
4. **Add an action – Create/Update opportunity**

  - Click **+** (the add action button) below the trigger, then choose **Opportunities → Create/Update opportunity**.
  - Choose the **Pipeline** and the **Stage** where you want new leads from the form to appear.
  - Set the **Status** to *Open* (or another status), enter a **Value** if you know it and switch on **Allow opportunity to move** if you want the record to update when it is entered again later.
  - Click **Save action**.

    ![GIF showing how to add the 'Create/Update opportunity' action in a workflow.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/583aa281-e0e8-4a19-b3b1-f6f1f9baffe9.gif)
5. **Save and publish**Switch the button from **Draft → Publish** (top right). Every future form submission will land straight in the pipeline stage you chose, with no manual work.

### Other common triggers and quick use cases

| Trigger | Quick use case |
| --- | --- |
| **Customer booked an appointment** | Automatically add prospective customers to “Consultation scheduled” when they book a call. |
| **Contact tag** | Move contacts tagged “Qualified lead” into a closing stage as soon as the tag is applied. |
| **Facebook lead form submitted** | Send leads from Facebook ads to a “New leads from Facebook” stage for a quick follow-up. |
| **Payment received** | Create an opportunity in a “Won – Awaiting onboarding” stage once a purchase is made. |
| **Contact created** | Start every new contact in “New lead” to make sure nothing is overlooked. |
| **Call status** | Put answered inbound calls into a follow-up stage so your sales team can handle them. |
| **Survey submitted** | Route completed surveys into a qualification stage for scoring. |

*Note:* the **Create/Update opportunity** action stays the same across every workflow; only the **trigger** changes. Choose the trigger that best matches how (and when) a lead should appear in your pipeline.