1. Opportunities are similar to sales pipelines. They give you a visual representation of where you are on a prospective opportunity and what your forecast looks like. Opportunities also provide you with a cash flow breakdown for each opportunity. 2. You can create an opportunity by looking up the client you want to associate with the opportunity. If you want to create an opportunity for a non-existing client you can add a prospect (that can be on-boarded at a later stage). 3. On the client’s profile, you have the ‘New Opportunity’ menu item on the right. 4. A modal opens with a blank opportunity. Fill out the opportunity information. Give your opportunity a unique name, set its type (product category), its duration, and the next step. 5. When you are done with the opportunity info scroll down and you will find the cash flow items. 6. Each opportunity will have one cash flow schedule item but can have multiple. In a cash flow schedule item you will configure how much of the opportunity is cash flow and of that cash flow how much will be paid out. 7. You can search for the currency of your choice on each individual cash flow item. When summarizing the total value of your opportunities these cash flow items will be converted to the platform’s base currency (USD, EUR, ZAR). 8. A cash flow schedule item has a context menu on the top right. Tap it to open and show the option to add, edit, or remove. 9. Once the opportunity is completed, you can press ‘save’ and the opportunity will be added to your pipeline.10. Your opportunity will appear in the overview and its projection will show in the graph at the top of the page. The total displayed in the graph contains all the cash flow schedule items across all the opportunities converted to your platform’s base currency. 11. When you select an opportunity it will open a context view where you can remove or edit the opportunity. Additionally, you can add a document or note. 12. A table view is available. This helps display opportunities that have an extensive cash flow schedule.