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Opportunities track deals: anything you are working to close that is not a specific recruitment job yet. Think consulting and advisory engagements, framework agreements, or multi-placement deals at one client. Other CRMs call the same concept “deals”. Opportunities sit on the CRM side of Spott, next to companies and contacts. They are most useful when your agency has a distinct sales motion: sales reps work opportunities, recruiters work jobs. Many agencies manage fine with company or contact stages alone; opportunities are the step up when that is not enough. You can quickly navigate to Opportunities with G then Y.

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Enable opportunities

Opportunities are off by default. An admin turns them on in Settings → Features with Enable Opportunities. After enabling:
  • Opportunities appears in the sidebar under CRM.
  • Settings → Data Model gains an Opportunities section for custom fields.
  • Opportunity stages become configurable under Settings → Stages.

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Stages and the weighted pipeline

Configure your own stages (for example Pitching, Negotiation, Proposal sent, Closed won, Closed lost). Each stage has a Closing Rate Percentage: the likelihood that a deal at that stage will close. With estimated values on opportunities and closing rates on stages, the Board view shows per stage:
  • Total Est. Value: the raw sum of the deals in that stage
  • Weighted Value: the sum multiplied by the stage’s closing rate
That gives you a realistic forecast instead of an over-counted raw total.
The opportunities board with weighted values per stage
Drag opportunities between stages as deals progress. A List view with filters, sorting, saved views, and a Group by company toggle is also available. See using views.

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Create an opportunity

Click Add Opportunity (or press A then Y anywhere). Fill in the Name (for example “Backend hiring plan 2026”), the Company, and the Stage, then click Create Opportunity. As on jobs, you do not have to type it all in. Import from URL takes the link to a public posting and reads it into the opportunity’s fields, and the browser extension creates an opportunity from the page you are looking at.
An opportunity record with details and quick actions
On the opportunity record you can then set:
  • Estimated Value and Target Close date
  • The Opportunity Owner
  • Linked client contacts: emails, calls, and meetings with them surface on the opportunity
  • Notes, Files, Tasks, and Communication, in their own tabs
  • Any custom fields your workspace has configured

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Convert an opportunity to a job

When a deal turns into recruitment work, click Convert to job in the opportunity’s quick actions. The new job is pre-filled with the opportunity’s company, name, and contacts, ready for the recruiter to pick up. The opportunity itself is not deleted: move it to Closed won and keep its history. The opportunity and the job stay linked, so you can trace a placement back to the deal that won it. For deals with multiple roles, convert into one job per role.
Candidates are not linked to opportunities. An opportunity tracks the deal; you pipeline candidates only once it converts to a job. This is the usual source of confusion between jobs and opportunities: jobs have a candidate pipeline, opportunities do not.