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Introduction to Opportunities

Opportunities help you track potential sales through your pipeline, from initial lead to closed deal.

Overview​

The Opportunities feature provides a visual pipeline view of your sales process, helping you understand where each deal stands and what actions are needed to move forward.

Key Features​

Pipeline Management​

  • Visual Kanban Board - Drag and drop opportunities between stages
  • Multiple Pipelines - Create different pipelines for different products or services
  • Custom Stages - Define stages that match your sales process
  • Stage Automation - Trigger actions when opportunities move stages

Opportunity Details​

Each opportunity tracks:

  • Contact information
  • Deal value
  • Expected close date
  • Current stage
  • Associated tasks
  • Activity history
  • Custom fields

Pipeline Views​

  • Board View - Visual kanban-style view
  • List View - Traditional table view
  • Calendar View - See opportunities by expected close date

Reporting​

  • Pipeline value by stage
  • Win/loss rates
  • Average deal size
  • Sales velocity
  • Team performance

Managing Opportunities​

  1. Go to Opportunities in the left sidebar
  2. Select your pipeline
  3. Click + Add Opportunity to create a new one
  4. Drag opportunities between stages as they progress
  5. Click on an opportunity to view details and add activities

Next Steps​