Opportunities & Deals
Track revenue potential from qualification through to close. Opportunities represent active deals in your pipeline.
Views
Pipeline View: A visual Kanban board where you can drag-and-drop deals across stages. List View: A detailed table view with sorting, filtering, and batch actions. Detail View: A dedicated page for each deal with linked entities and activity history.Detail Page Widgets
Deal Overview: Value, stage, probability, close date, and custom fields. Linked Accounts: The company associated with the deal. Linked Contacts: Decision-makers and stakeholders involved. Documents: Proposals, contracts, and supporting files.Key Actions
Create Deal: Open a new opportunity from a qualified lead or directly. Move Stages: Drag-and-drop on the Kanban board or update via the detail view. Mark Won/Lost: Close the deal with a status and reason. Generate Quote: Create a formal quote directly from the opportunity (links to Quotes). Edit/Delete: Full CRUD operations.Pipeline Metrics
The Dashboard provides real-time pipeline metrics:
Total Pipeline Value: Sum of all open opportunities. Revenue Pacing: Projected revenue vs. target. Conversion Rate: Stage-over-stage conversion percentages. Average Deal Cycle: Time from creation to close.