You'll learn how to: Open the New Opportunity dialog from the Revenue board, fill in the minimum required fields, link the right contact and company, and (optionally) attach a next-step activity in the same go.
Time: 2 minutes for a quick opportunity. 5 minutes if you fill in everything the dialog offers.
Prereqs: You have at least one contact in Nynch. Ideally you've also set up your Strategy mode (Ideal Client Profile, Services & Pricing, Manifesto) so the AI can score the opportunity as you create it, but that's not required.
A note on terminology
In Nynch, what other tools call a "deal" is called an opportunity. The sidebar item is Revenue (titled "Pipelines"). The board is the pipeline view. The dialog you fill in is Create New Opportunity. We use "opportunity" through this article because that's what the UI says.
Step 1: Open Revenue
In the left sidebar, click Revenue (titled "Pipelines"). The opportunity board loads.
By default you see a kanban view: each column is a pipeline stage, each card is an opportunity.
If your workspace has more than one pipeline (sales pipeline, retainers pipeline, partners pipeline), there's a Pipelines picker near the top-left. Pick the pipeline you want the new opportunity to land in before you click create.
Step 2: Click New Opportunity
The + New Opportunity button sits in the toolbar. Click it.
The Create New Opportunity dialog opens. The form is short. Required fields are marked with *.
Step 3: Fill in the form
The fields, in order:
Opportunity Title *
Required. A short label for the deal. Nynch shows this everywhere: kanban cards, list rows, the global search. Keep it scannable.
Conventions that work:
- "Acme Q3 retainer renewal"
- "BigCo new website project"
- "Jamie at Foo, consulting intro call"
If you opened the dialog from a contact's profile, the title pre-fills as "Deal with
Company
A combobox. Start typing the company name and matching companies from your network appear. Click one to attach.
If the company doesn't exist yet, type the full name and Nynch offers to create it inline. Click the create option and the new company appears immediately, attached to the deal. You can fill in the company's details later from the Companies tab.
You can leave Company blank. Nynch warns at submit if both Company AND Primary Contact are blank, because a deal with neither is invisible to relationship views, but the warning doesn't block submission. You can attach a company later.
Primary Contact
A combobox. Start typing a contact name.
- If you already picked a company, the dropdown is filtered to contacts at that company.
- If you haven't picked a company, you see all contacts and the company name is shown next to each one.
- Picking a contact whose company is set will auto-fill the Company field for you.
If you opened the dialog from a contact's profile, the primary contact is pre-selected and shown as a chip you can't edit (clear by closing the dialog and re-opening from the board).
"Multiple people involved?" toggle
Most deals have more than one stakeholder. Click the Multiple people involved? link below the contact field to expand a Committee selector. From there you can add other contacts and assign them roles ("Economic buyer", "Champion", "Coach", "Influencer", etc.).
The Committee feature ties into Nynch's Fear Matrix and stakeholder mapping. You can come back and add committee members later from the deal canvas, so it's fine to skip on the initial create.
Tip: You can promote a committee member to primary later via the same dialog or from the deal canvas.
Pipeline (if you have more than one)
If your workspace has multiple sales pipelines, a Pipeline picker appears. Defaults to your primary sales pipeline.
This dialog hides "client" / retainer pipelines from the picker by default. To create a deal in a client pipeline, go to that pipeline's dedicated view first and use its own create button.
Stage *
Required. Defaults to the first active stage of your selected pipeline (usually called "Lead" or similar). Each stage has a colour dot and an optional default probability shown in brackets.
Pick the stage that reflects where this deal actually is. If you're not sure, leave it at the default and drag the card to the right stage on the kanban board afterwards.
Picking a stage that has a default probability auto-fills the Value's neighbouring Probability field for you.
Value
A number field. Currency defaults to your workspace currency (set in Settings → Profile). Enter the expected deal value.
You can leave it blank for early-stage deals where you don't know the number yet. Most reporting and forecasting depends on this field being populated eventually.
Expected Decision Date
A date picker. When do you think the buyer will decide? Doesn't have to be precise. It's used by forecast reports and by the "deals at risk" detector ("expected to close 2 months ago and still in the same stage").
Owner
Defaults to you. If you're an admin or owner, you can assign the deal to a teammate from the dropdown.
Source
How did this opportunity come in? Options include Inbound, Outbound, Referral, Event, Partner, etc. (The exact list comes from your workspace's source configuration.)
Picking Referral reveals a second field, Referred By, where you point at the contact who referred the opportunity. Filling this in feeds your Top Connectors view and tells the AI which relationships are driving real revenue.
Service Offered
Pick from your defined services and packages. The list comes from your Strategy mode (Services & Pricing). If you don't see your service, you can add it in Strategy mode and it'll show up next time.
"Add a next activity" toggle
Click this to expand an inline action-item card. Fill in:
- Title: the next thing that needs to happen. Placeholder: "What needs to happen next?"
- Due Date: date picker, plus quick buttons Tomorrow and 1 Week.
- Priority. High / Medium / Low (default Medium).
- Additional details (optional): a textarea for context.
Adding a next activity here saves you a step later: it creates an action item linked to the deal AND to the primary contact (if set), which then shows up in the Today screen's Activity section on its due date.
Step 4: Click Create Opportunity
The Create Opportunity button is in the bottom-right of the dialog. Click it.
You see a brief spinner. The dialog closes. The new opportunity appears as a card on the board in the stage you picked.
Soft warning before submit: If you left both Company AND Primary Contact blank, you'll see a yellow toast: "Heads up, this opportunity has no company or contact linked. It won't appear in relationship views until you add one." The opportunity still saves. Add the missing link later from the Deal Canvas.
What happens next
- The card lands on the board. You can drag it between stages or click it to open the Deal Canvas.
- If this is your very first opportunity, Nynch marks the milestone in onboarding so the welcome flow updates.
- Any committee members you added are linked. The Deal Canvas shows them grouped by role.
- Any next activity you added shows up immediately on the Today section on its due date.
- The AI starts working in the background: probability scoring updates, related contacts get linked.
Editing the opportunity later
Click the card on the board. The Deal Canvas opens as a full-screen overlay. From there you can:
- Change any field you set during create.
- Add notes and meeting links.
- Add or remove committee members.
- See the AI's win-probability breakdown.
- Review the Check Fit tab's contextual information.
- Move the opportunity between pipelines.
The Deal Canvas is documented separately at The Deal Canvas.
If something goes wrong
- Symptom: "I can't find the Pipeline picker. I only see one pipeline." → Fix: Your workspace has only one sales pipeline. The picker only appears when there are multiple. The opportunity will go into that one pipeline automatically.
- Symptom: "The Stage dropdown is empty." → Fix: Pipelines load asynchronously. Wait a beat and try again. If it stays empty, refresh the page. If still empty, your workspace's pipelines aren't configured; open pipeline configuration to add at least one active stage.
- Symptom: "I picked a contact but the company didn't auto-fill." → Fix: That contact doesn't have a company set yet. Either pick the company manually or open the contact and add the company first.
- Symptom: "Source = Referral but I don't see the Referred By field." → Fix: The field only appears once Referral is fully selected. Scroll down inside the dialog; it appears below the Source row.
- Symptom: "The Create Opportunity button is greyed out." → Fix: A required field is empty or invalid. Look for red error text under any field. Most common cause: Title is blank.
- Symptom: "I added a next activity but I don't see it on Today." → Fix: The activity shows on the Today section on its due date. If the due date was Tomorrow, check the Today screen for tomorrow.
- Symptom: "I want to use a specialized opportunity template." → Fix: Some pipelines offer custom create flows. Open the pipeline's own view and the create button there may launch a specialized dialog with extra fields.
Shortcut: create opportunity from a contact
If the opportunity you're creating has a clear primary contact, the faster path is:
- Open the contact (from the People section, from a search result, from anywhere).
- Inside the contact profile, click + Deal in the contact's action bar.
- The same dialog opens, with that contact pre-selected and the title pre-filled as "Deal with
". - Fill the rest as above.
Same dialog, same fields, just two fewer clicks.
Related: The Deal Canvas | Your Opportunity Board.