Quick Answer
What do Opportunity custom fields do?
Opportunity custom fields let you collect deal-specific information inside a form or survey, including pipeline, stage, status, and value. When someone submits the form or survey, BizStackPro can create an Opportunity associated with that contact based on the Opportunity field configuration.
Turning Form Submissions Into Organized Sales Opportunities
You may be collecting leads through forms or surveys, but managing those leads manually can slow down your process.
Opportunity fields allow you to automatically create deals and place them into the correct pipeline and stage.
Without automation, you may need to manually update your CRM after every submission.
This guide shows you how to use Opportunity fields so your submissions turn into structured, trackable deals.
Opportunity Fields at a Glance
Before You Begin
Know which pipeline and stage should receive the opportunities created from your form or survey.
- Identify the pipeline you want the submission assigned to.
- Identify the starting stage you want to use.
- Decide which Opportunity fields you actually need to collect.
What Opportunity Fields Do
Opportunity custom fields let you collect deal-specific information inside a form or survey, such as pipeline, stage, status, and value.
When someone submits, BizStackPro can automatically create an Opportunity and link it to that contact, helping keep your pipeline updated without manual entry.
Follow along
Add Opportunity fields to your form or survey, select the pipeline and stage, submit a test entry, and confirm the opportunity appears in the correct pipeline.
How to Add Opportunity Custom Fields
Step 1: Open the Builder
Go to Sites → Forms or Surveys, then open the Builder.
Step 2: Open or Create the Form or Survey
Create a new form or survey, or edit an existing one.
Step 3: Open Add Form/Survey Element
Click the + icon to open Add Form/Survey Element.
Step 4: Choose Opportunity Custom Fields
Go to Custom Fields and choose Opportunity from the dropdown.
Step 5: Add the Fields
Drag and drop the Opportunity fields you want into your layout.
Step 6: Configure the Opportunity
In the settings modal, configure the Opportunity details, including Pipeline, Stage, Status, and Value as needed.
Step 7: Create a Pipeline if Needed
If you need a new pipeline, use Create Pipeline, then return and select it.
Step 8: Save and Use the Form or Survey
Save the form or survey and publish or integrate it where you want it used.
Example
Add a Project Type field to qualify the lead, then set the Opportunity pipeline to Sales Pipeline and the stage to New Lead so every submission drops into the same starting lane.
Best Practices
Keep It Simple
Capture only the Opportunity fields you actually use to avoid lowering completion rates.
Standardize Pipelines
Use consistent stages so reporting stays clean and team handoffs stay predictable.
Test First
Submit a mock entry and confirm the opportunity is created in the correct pipeline and stage.
Automate Follow-Up
Trigger workflows from opportunity creation or stage movement for an immediate response.
Pro Tip
If you have multiple lead sources such as ads, organic traffic, or referrals, use separate pipelines or consistent tags so you can measure performance accurately later.
Why This Matters
Efficiency
Opportunities are created automatically from submissions.
Organization
Every lead enters the pipeline in a consistent structure.
Speed
Faster routing and follow-up means fewer missed leads.
Reporting
Consistent pipeline data improves forecasting and performance tracking.
Frequently Asked Questions
How do I ensure all necessary data is captured?
Add the Opportunity custom fields you need (pipeline, stage, status, value, and any supporting fields) to the form or survey, then submit a test entry to confirm the opportunity is created with the correct settings.
Can I create multiple opportunity pipelines?
Yes. You can create and configure multiple pipelines for different sales processes or product lines, and choose the correct pipeline when setting up the Opportunity fields inside your form or survey.
Will a new opportunity be created every time someone submits the form?
In most cases, yes—each submission can create a new opportunity associated with the contact, based on your Opportunity field configuration.
Where can I find the opportunity after the submission?
Open the contact record to view the linked opportunity, and also check the Opportunities/Pipelines area to see it in the selected pipeline and stage.
Continue Learning
Continue with related Forms guides for configuring fields, testing submissions, and reviewing the information collected through your forms and surveys.
