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Why Aren't Opportunities Showing?

Updated today

If opportunities aren't appearing in your CRM or analytics, follow this troubleshooting guide to identify and fix the issue.

Check Your Time Range

You may be viewing a narrow time range that doesn't include when opportunities were created.

  • Look at the Date filter in the CRM Opportunities or Campaign Analytics

  • Click the Date filter dropdown

  • Select a longer period: Last 3/6/12 months


Verify Lead Statuses

Only leads with positive statuses count as Opportunities. Check if you have leads with positive statuses:

  • Go to CRM → All Leads

  • Click the "Filter" button

  • Select positive statuses:

    • Interested

    • Meeting Booked

    • Meeting Complete

    • Closed/Won

    • Any positive custom labels


Confirm Positive Label Settings

Your custom labels may not be configured as "positive" in your account settings. Negative or neutral custom labels won't appear

  • Go to Account Settings → Lead Labels

  • Review your custom labels

  • Confirm the labels are marked as "Positive"

If custom labels aren't marked as positive, please create a new label. The interest status of labels cannot be edited after creation.


Enable Custom Statuses in Opportunities

By default, only the Interested, Meeting Booked, Meeting Completed, and Won statuses are displayed in the CRM Opportunities.

Your custom positive labels may not be enabled in the Opportunities view.

  • Go to CRM → Opportunities

  • Click the gear icon (⚙️) next to the "All users" option

  • Review the list of available custom labels

  • Tick/check the positive labels you want to see in Opportunities


Duplicate Opportunities from Multiple Campaigns

Global lead status synchronization is enabled by default. The same lead in multiple campaigns may create duplicate opportunities.

  • If a lead exists in Campaign A and Campaign B

  • You mark them as "Interested" in Campaign A

  • System automatically updates their status to "Interested" in Campaign B

  • Result: Same lead creates two opportunities (one per campaign)

If you don't want leads to share statuses across campaigns:

  • Find "Disable global lead status synchronization"

  • Enable/turn on this setting

  • Click "Save"

What this does:

  • Lead statuses become campaign-specific

  • Marking John as "Interested" in Campaign A doesn't affect Campaign B

  • Each campaign has independent lead status

  • Reduces duplicate opportunities


Historical Data in Opportunities

Opportunities in campaign analytics include all historical data for leads that were ever marked as positive, even if their status was later changed to negative or the lead was deleted from the campaign.

CRM Opportunities, on the other hand, will remove leads whose status changed to negative, but deleted positive leads still appear.

Scenario 1: Status Changed from Positive to Negative

A lead is marked "Interested" on February 1st, then changed to "Not Interested" on February 15th.

  • CRM Opportunities: No longer shows this lead

  • Campaign Analytics: Still counts this opportunity

Scenario 2: Positive Lead Deleted from Campaign

A lead is marked "Meeting Booked," then later deleted from the campaign.

  • CRM Opportunities: Still shows this deleted lead

  • Campaign Analytics: Still counts this opportunity

Managing CRM Opportunities

While you cannot remove opportunities from campaign analytics, you can remove them from the CRM by changing the lead's status to Negative or Neutral.

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