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 add an Opportunity to that step. Once added, it will appear as a card in your journey lane.

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.