Who this is for / when to use
This article is for users who manage leads and sales pipelines in Kyrios and need to view, filter, create, update, export, or import opportunities efficiently.
What the Opportunities tab shows
The Opportunities tab displays all leads in the system as opportunity cards or rows, grouped by pipeline stage and status, allowing users to quickly understand where each lead sits in the sales process.
Each opportunity represents a potential deal and includes linked contact data, pipeline stage, value, owner, source, tasks, notes, and activity history.
How to filter and sort opportunities
Opportunities can be filtered and sorted to narrow results based on ownership, status, value, activity dates, and pipeline-related criteria.
You can filter opportunities by:
Owner
Status
Campaign Type
Last Stage Change
Created On
Updated On
Lead Value
Opportunity Won On
Opportunity Lost On
Additional filtering and sorting actions include:
Searching by opportunity name or contact
Selecting a specific pipeline
Sorting by Date Added (ascending or descending)
Combining multiple filters using AND / OR logic
How to export opportunities and include additional information
Opportunities can be exported as a CSV file that respects the active filters and selected data fields.
To export opportunities:
Click the three-dot menu in the Opportunities view.
Select Export.
Choose additional data to include, such as:
Tasks
Notes
Company Name
Calendar Events
Assigned Owner
Download the CSV file.
Kyrios remembers your previous export selections for future exports.
How to add a new opportunity
New opportunities are created directly from the Opportunities screen using the Add Opportunity button.
To add an opportunity:
Click + Add opportunity.
Select an existing contact or create a new contact during setup.
Complete the opportunity details and save.
Contacts can always be created at the same time as opportunities.
Contact and opportunity ownership decoupling
Kyrios allows contacts and opportunities to have different owners, enabling flexible responsibility management.
How to enable different owners
Navigate to Settings > Opportunities & Pipeline.
Enable Allow different owners for contacts and its opportunities.
Save changes.
How ownership behaves after enabling
New opportunities default to the contact owner but can be changed.
Ownership updates can optionally sync followers between contacts and opportunities.
These rules also apply to automations and bulk actions.
Important: Review any existing automations that update owners after enabling this setting.
What’s inside an opportunity card
An opportunity card provides full visibility into both contact and opportunity data in one place.
Opportunity cards include:
Contact details (name, email, phone, tags, company)
Pipeline, stage, status, value, owner, and source
Created date and creation source
Option to hide empty fields
Available actions inside the card:
Book or update appointments
Add and manage tasks
Add and manage notes
Add additional contacts
Add or manage custom fields
Using additional contacts on opportunities
Additional Contacts allow multiple people to be associated with a single opportunity beyond the primary contact.
Additional contacts:
Are selectable within the Opportunity Details tab
Appear on their respective contact records
Help track all involved stakeholders across opportunities
Creating and managing opportunity custom fields
Custom fields allow teams to capture opportunity-specific data tailored to their workflow.
To manage custom fields:
Open an opportunity card.
Click Add/Manage Fields.
Create or update opportunity-specific fields.
Refer to the custom fields documentation for advanced configurations.
Notes management across opportunities and contacts
Notes can be created, searched, filtered, and associated with opportunities, contacts, or both.
Notes features include:
Adding notes directly from opportunity or contact views
Associating notes with contacts, opportunities, or both
Sorting notes by date created
Filtering notes by associated contact or opportunity
Searching note content
List view for opportunities
List View provides a table-based layout for managing large volumes of opportunities.
How to access List View
Open the Opportunities tab.
Click the List View icon in the top-right corner.
What you can do in List View
Sort by name, value, owner, stage, or date
Select and reorder visible columns
Resize columns
Use advanced filters and search
Export list view data
Importing opportunities into pipelines
Opportunities can be imported in bulk using a CSV file.
How to start an import
Navigate to the Opportunities tab.
Click Import.
Download the sample CSV template.
Required CSV fields
The CSV can include:
Opportunity ID
Opportunity Name
Contact ID
Phone
Email
Pipeline ID
Stage ID
Lead Value
Source
Assigned Owner
Followers
Notes
Tags
Status
Lost Reason
Import options
You can choose to:
Create opportunities
Create and update opportunities
Update opportunities only
Mapping and validation
Automatically mapped fields are marked with a green indicator
Manually map unmapped fields
Review data before starting import
Monitor progress under Bulk Actions
If errors occur, download error details, fix the CSV, and re-import.
Refer to How to import Opportunities using a single CSV file for full instructions.
Common issues and fixes
Opportunities not updating owners
Ensure ownership decoupling settings and automations are aligned after enabling different owners.
Import errors during CSV upload
Check for invalid email formats, missing required fields, or incorrect pipeline and stage IDs before re-importing.