Opportunities

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Overview

An opportunity is a potential sale, booking or deal. You move it through the stages of a pipeline until it is Won or Lost. It can carry a value, an owner, a linked contact, tags, custom fields, next-step tasks, comments and attachments. Find them under CRM → Opportunities: All (/opportunities), My Opportunities (/opportunities?mine=1) and Reports (/opportunities/reports). Each opportunity also has a full page at /opportunities/<id>.

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Before you start

Check what your role lets you do:

• Owners, Admins and Managers can create, edit, delete and comment on opportunities, and customize pipelines.
• Agents can create, edit and comment, but not delete or change pipelines.
• Viewers can only look. See Users & roles.

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Switch between board and list views

Click the pipeline name in the header to switch pipelines. Owners, Admins and Managers also see New Pipeline and Customize pipeline there. Beside it: Total value, Weighted (value × probability), Opportunities, Open, Won, Lost. The toolbar has Search opportunities… and a Filter menu (Stage, Status, Owner, Priority, Source, Value range, Expected close range). Next to it are quick filters (My opportunities, Open, Won, Lost, Closing soon — open deals closing within 7 days) and a Board / List toggle.

• Board — one column per stage with count and value. Drag cards between stages; columns load 25 cards then Load more. Add Opportunity under a column pre-selects that stage.
• List — columns Opportunity, Contact, Stage, Value, Owner, Close, Next step, Priority. Stage, value, owner, close date and priority edit in place. Columns lets you show, hide or drag to reorder columns (including custom fields) and Create field.

Search, filters, sort, page and view are part of the web address, so you can share any view by copying the link. Column layout is remembered per pipeline in your browser.

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Create an opportunity

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Work a deal in the side panel

Click a card or row to open the panel; Open full page shows the same view at its own web address. Everything edits in place:

• Header — status, days in stage, name, value and the weighted amount (value × the deal’s probability, or the stage default).
• Fields — Stage, Owner, Close date, Priority, Contact, Company, Probability, Source, and Lost reason once lost. Custom fields sit under Fields with a ⋮ menu: Edit field, Hide field, Delete field.
• Notes, Tags and Attachments (drag files in or Add attachment; 25 MB per file, program files such as .exe refused).
• Next steps — type in Add a next step…, set a due date and assignee, tick to complete. Overdue tasks show red on cards and rows.
• Comments — plain text; Send or Ctrl/Cmd + Enter; edit or delete your own. AI Employee notes show the agent’s name with (AI).
• Activity — every change with before/after values: moves, value, owner, tags, tasks, attachments and field updates.

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Win, lose and reopen

Move a deal to Won: its status becomes Won, a conversion with the deal’s value is recorded, and the team gets an Opportunity won notification. Move it to Lost and Why was this opportunity lost? asks for a reason from your workspace list and/or a note, then Mark as lost. Dragging back to an open stage reopens the deal and cancels the recorded conversion.

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Who gets notified

Members get Opportunity assigned to you when they become owner. They get Next step assigned to you when a task is created for or assigned to them, and Opportunity won when any deal closes. See Notifications.

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Create opportunities automatically

• Lead forms — turn on Create an opportunity in the follow-up step and pick a pipeline. Submissions create a deal with source Form unless the contact already has an open one there. See Lead forms.
• Inbox — Create opportunity in the thread header pre-links the contact. See Inbox.
• Workflows — triggers and actions are listed on Pipelines.
• AI Employees — Sales skills Create Opportunity, Update Opportunity and Add Opportunity Note act only on the conversation’s contact and their current open deal (source AI Employee). See AI Employees.

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Read the pipeline reports

CRM → Opportunities → Reports covers one pipeline at a time. Pick the Pipeline and a date range (default: last 30 days); both stay in the web address.

• Headline numbers — New deals, Open value, Won, Lost, Win rate (won ÷ won + lost) and Expected revenue.
• Deals by stage — where every live deal sits right now.
• Stage conversion — of deals created in the period, the share that moved on from each open stage, ending at Won.
• Forecast — open deals by expected close month with Open value and Expected revenue (weighted by probability); undated deals sit under No close date.

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FAQ

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Troubleshooting