How to Reserve an Opportunity

Request to reserve (hold) a lead as an opportunity while you work to close it, optionally sharing commission with colleagues who helped.

Before you start

An existing lead you're actively working.

Steps

1. Open the lead record.
2. Click Reserve Opportunity in the top action bar.
3. Choose how long you need the hold for — preset buttons for 7 / 14 / 30 / 60 / 90 days, or drag the slider / type an exact number of days (up to 90). The modal shows the resulting "Reserved until [date]."
4. Write a Why this opportunity justification — describe what you've built with the prospect and the interest they've shown. This is what an approver reviews when deciding on the request.
5. Optional — under Share the commission, click Add another colleague for each teammate who helped bring the opportunity in. For each one, choose Percent or a flat Amount, enter the share, and choose One-time or Recurring payout.
6. Click Submit request.

What you'll see

The action bar button changes to Opportunity Request Pending, indicating the request is awaiting approval.

Note

Reserving an opportunity is a hold-and-approval workflow layered on top of a lead — not an automatic conversion. Who approves the request and what happens after approval still needs to be captured (admin-side follow-up).