> For the complete documentation index, see [llms.txt](https://docs.rox.com/development/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rox.com/development/product/revenue/opportunity-management.md).

# Opportunity Management

Sellers can create opportunities from existing accounts in Rox and add critical information to keep their team in sync

<figure><img src="/files/t3TjOAKdvO3MDj8iucwz" alt=""><figcaption></figcaption></figure>

### Creating an opportunity

<figure><img src="/files/G1ZME8KoQACBWJ7lG1dy" alt="" width="312"><figcaption></figcaption></figure>

1. Click on the **New Opportunity** button on the top right of the Opportunity board.
2. Select the account for which the opportunity is for and fill out the remaining fields
3. Click on **Create**

### View activity

Connect your calendar and email to Rox and let our agent swarm do its magic! View all the activity (emails, meetings, call transcripts) related to an opportunity in the Activity tab and stay on top of an account

<figure><img src="/files/n0eUpuR2oevwLk2lgvLg" alt=""><figcaption></figcaption></figure>

### Store and organise your notes

Capture your notes and organise them in folders. The Rox Agent Swarm will use your notes as context and help you figure out next steps, risks, and more!

<figure><img src="/files/NV1a3ewmZ9A4ihht00ww" alt=""><figcaption></figcaption></figure>

### Assign tasks to stay on top of things

Managers can create and assign tasks to sellers to ensure no opportunity to grow the revenue slips by.

<figure><img src="/files/FKNqhA0M2rgxDDUvmX7h" alt="" width="341"><figcaption></figcaption></figure>

### Let your agent fill you in

Sellers can jump to **Command** from directly within an opportunity and use the Agent to fill them in about the latest updates, get help drafting an email, identify risks, etc.&#x20;

<figure><img src="/files/zSnkbGIE1q88hMlw8uuw" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/YoKJ0fEVSPGNgqkI4fI9" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.rox.com/development/product/revenue/opportunity-management.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.