> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.netnet.app/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Creating an Opportunity: How Value Will Work in Sales ||| Sales in Net Net is coming in Q3 2026. This article previews how it will work so you can plan for it, but the Sales area isn't in the app yet. When it ships, this note will come down. **In brief:** Coming Q3 2026, creating an Opportunity will start with its type, and value will follow one locked rule: override, linked Jobs, then your number. **Applies to:** Everyone in the workspace, once Sales ships in Q3 2026. **See also:** Sales Clarity: How Linked Jobs Make a Deal Plannable explains what linking a Job changes, and Plan Stepper: How to Build a Job Plan Step by Step is where the base value comes from. **Creating an Opportunity will start with one question: is this a Project, a Retainer, or Both? Type comes first because it decides which value fields you even see. After that it is a short form: name, the company or person, an owner, a status, your value fields, an optional description and estimated dates, and any Jobs you want to link. Value will follow one locked rule in each direction. Your manual override wins, then the value derived from linked Jobs, then the number you typed yourself.** When Sales ships, you'll create one from **Sales → New Opportunity**, or from the **New Opportunity** button on the Sales page. For what an Opportunity is and why Sales is shaped this way, start with [Sales Opportunities, Not a CRM: A Q3 2026 Preview](https://help.netnet.app/en-us/article/sales-opportunities-not-a-crm-a-q3-2026-preview-fys7k3/). # Type comes first The first field on the form will be the Opportunity type, and nothing else appears until you pick one. - **Project.** One-time work with a start and an end. - **Retainer.** Ongoing work with a monthly value. - **Both.** A build plus the ongoing work that follows it, which is how a great many real engagements actually get sold. Type is doing real work here. Once Net Net knows the type, it knows which value inputs to show you, how to interpret the number you enter, and how the Opportunity should be counted on the Sales page. Type will be editable after you create the Opportunity, and switching it is safe. More on that below. # The rest of the form The order is fixed, and it runs from most decisive to most optional. 1. **Type.** Project, Retainer, or Both. 2. **Opportunity name.** What you would call this if a teammate asked about it. 3. **Company or Person.** The same search-first resolver used everywhere else in Net Net, drawing on the records described in [Companies, People, and Individuals: Contact Records](https://help.netnet.app/en-us/article/companies-people-and-individuals-contact-records-1piobx5/). You will be able to attach a company, a company plus a person at it, or a standalone person on their own. Jobs cannot be created from here, and neither can companies. 4. **Owner.** Defaults to you. Reassign it to any active member of your workspace. It is required before the Opportunity saves. 5. **Status.** Defaults to **Open**. 6. **Value fields.** These change depending on the type you picked. See below. 7. **Description.** Optional. 8. **Estimated start date.** Optional. 9. **Estimated completion date.** Optional. 10. **Linked Jobs.** Optional, and last on the form because it depends on everything above it being settled first. | You'll also be able to start an Opportunity from a Company or a Person profile in Contacts. When you do, that company or person is already filled in for you. Only four things will be genuinely required: type, name, owner, and status. Everything else can arrive later, and usually does. # The Opportunity value fields Net Net will keep Project money and Retainer money apart at every level. They are never blended into one number, because a one-time figure and a monthly figure do not mean the same thing and averaging them tells you nothing. ## On a Project - **Project budget.** The number you type. What you think this is worth. - **Linked Job base value.** Read-only context. If you link Jobs, Net Net sums what those planned Jobs suggest the work is worth and shows it here. It updates on its own as the Jobs change. - **Manual override.** Your number, when you want it to be the number regardless of what the plan says. - **Effective value.** The result. This is the figure Net Net displays and counts. ## On a Retainer - **Monthly value.** The number you type. - **Duration kind.** Either **Fixed duration** or **Ongoing**. - **Duration in months.** Appears only when the duration is fixed. - **Linked Job base monthly value.** Read-only context, derived from linked Jobs the same way. - **Manual override.** - **Effective monthly value**, plus a **reported total value**. ## On Both You get both blocks, stacked and separate. A Both Opportunity might read `$25,000` on one line and `$5,000/mo` on the next. Net Net will never add those together, and neither should any report you build from them. # How Opportunity value will be decided There is one precedence rule per side, and it is locked. Net Net takes the first of these that has a number in it. **Project effective value:** 1. Manual override 2. Base value from linked Jobs 3. Project budget **Retainer effective monthly value:** 1. Manual override 2. Base monthly value from linked Jobs 3. Monthly value || The override always wins, and it never deletes anything. The base value from your linked Jobs stays visible underneath it as context. That is deliberate: you keep control of the number that gets reported, and Net Net keeps showing you what the plan actually says, so you can see the gap between the two whenever you look. This matters because pricing is not linear. Agencies package work, discount a phase to win a relationship, and price on value rather than on effort. The override exists so you never have to distort a Job plan just to make a Sales number come out right. If the pricing conversation itself is the part you want to get sharper at, [five tips for setting pricing with prospects](https://hellonetnet.com/5-tips-to-help-your-agency-set-pricing-with-prospects/) covers the ground outside the software. If you remove a linked Job later, the effective value recalculates on the spot. Any manual override you set survives, and the change is written to the Activity Feed. # Retainer totals and the 12-month assumption Once a Retainer has an effective monthly value, Net Net will also report a total. - **Fixed duration:** total = monthly value × the number of months you entered. - **Ongoing:** total = monthly value × 12. ||| The 12 months on an ongoing Retainer is a reporting assumption, not a promise and not a contract term. It exists so month-to-month work can sit in the same view as fixed-term work without disappearing. Do not read it as a commitment from your client, and do not quote it as one. The monthly figure is the one that matters operationally. The total is context. # Switching type later You will be able to change an Opportunity from Project to Retainer, or to Both, or back again, whenever you like. Nothing you entered is lost. - Fields that no longer apply are **hidden, never cleared**. - Switch back and your original values are exactly where you left them. - The only thing that removes a value is you removing it. So if a Project turns into a Retainer during the conversation, flipping the type and entering the monthly figure is all it takes. The project budget you typed last month is still sitting there if the conversation turns again. # Linking Jobs from the form The Linked Jobs field will sit at the bottom of the form. Clicking **Link a Job** opens a search field with a dropdown of Jobs already showing. Typing filters by Job name or Job Number, and selecting one attaches it immediately. Several Jobs can be linked in a row without leaving the field. Only **Pending** and **Active** Jobs will appear, Archived Jobs never do, and Jobs you have already linked drop out of the results. Those states are explained in [Job Lifecycle: Pending, Active, Completed, Archived](https://help.netnet.app/en-us/article/job-lifecycle-pending-active-completed-archived-1jvg51y/). Linking a Job is also the single act that changes an Opportunity's Sales Clarity, which is covered in [Sales Clarity: How Linked Jobs Make a Deal Plannable](https://help.netnet.app/en-us/article/sales-clarity-how-linked-jobs-make-a-deal-plannable-1c3xo25/). # Frequently Asked Questions ###### Can I create an Opportunity today? **No. Sales is coming in Q3 2026, after the Performance Dashboards.** There is no Opportunity form in the app yet. This article is published early so you know what the value model will look like before it arrives. ###### Why will Net Net ask for the Opportunity type before anything else? **Because the type decides which value fields exist.** A Project has a one-time value, a Retainer has a monthly value and a duration, and Both has each of them kept separate. Asking first means you never see a field that does not apply to the deal in front of you. ###### Which number will Net Net use as the Opportunity's value? **Your manual override if you set one, then the value derived from linked Jobs, then the budget or monthly value you typed.** Net Net takes the first of those three that has a number in it. Project and Retainer values follow this rule independently of each other. ###### Will a manual override delete the value from my linked Jobs? **No. Both are kept and both stay visible.** The override becomes the effective value that gets displayed and counted, and the base value from your Jobs stays underneath it as context, so you can always see the difference between what you priced and what the plan suggests. ###### What happens to my numbers if I change the Opportunity type? **Nothing is deleted.** Fields that no longer apply are hidden, and the values inside them are preserved. Switch the type back and everything reappears exactly as you left it. Only you can clear a value. ###### How will the total on an ongoing Retainer be calculated? **Monthly value times 12.** That is a reporting assumption so month-to-month work can be seen alongside fixed-term work, not a claim about how long the engagement will run. On a fixed-duration Retainer the total is the monthly value times the months you entered. ###### Which Jobs will I be able to link to an Opportunity? **Pending and Active Jobs only.** Archived Jobs never appear in the search, and any Job already linked to this Opportunity drops out of the results. You will be able to link as many as the work genuinely needs. ###### Will I have to fill the whole form in to save? **No. Type, name, owner, and status are the only requirements.** Description, estimated dates, value fields, and linked Jobs can all arrive later, which is usually how it goes as a conversation develops. # Related articles The base value on an Opportunity is derived from a Job plan, so [Plan Stepper: How to Build a Job Plan Step by Step](https://help.netnet.app/en-us/article/plan-stepper-how-to-build-a-job-plan-step-by-step-95jz87/) is the article that explains where those numbers come from, and [Deliverables: Status, Due Dates, and Confidence Explained](https://help.netnet.app/en-us/article/deliverables-status-due-dates-and-confidence-explained-x7yi7t/) covers the pieces a plan is built out of. Once an Opportunity exists, [Sales Clarity: How Linked Jobs Make a Deal Plannable](https://help.netnet.app/en-us/article/sales-clarity-how-linked-jobs-make-a-deal-plannable-1c3xo25/) explains how Net Net will grade how plannable it is, and [Sales Page Filters, Totals, and the Activity Feed](https://help.netnet.app/en-us/article/sales-page-filters-totals-and-the-activity-feed-euy4h3/) shows where it lands in the list and how its history reads.