How to create an opportunity

You can create Opportunities in TheyDo in two ways:

1. Add Opportunities directly to Journeys

In a journey, click in the Opportunity lane under any step to create an Opportunity for that step. To link an existing one, click on the "library" button on the right side or click "/," go to the Opportunities tab, choose the right opportunity, and drag it to the desired step.
Once added, it will appear as a card in your journey lane.

If the opportunity relates to more than one step in a row, you can span the card across multiple steps. Just hover over the side and drag it.

2. Add Opportunities within the Opportunity Library

Within the Opportunity Library, click on ‘create new’ to create a new Opportunity. You can then add it to any Opportunity lane in any journey.

As you begin creating a new Opportunity, you’ll see any similar Opportunities pop up to help avoid duplicates. Aim for 5 to 8 Opportunities per Journey in order to keep the number of Opportunities manageable.