Opportunities

Deals in progress, each with its own dashboard, stage guide, documents and history.

Overview

Open an opportunity to see its Dashboard: value, weighted value, stage and days in stage, health, engagement counts (including everything logged on the source lead), linked proposals and quotations with status, people, next step and competition.

The “What to do in this stage” card lists the purpose of the current stage, action buttons (log a call, add products, create proposal or quotation, create contract) and the exit criteria with ticks. Values already filled on the form are carried into a stage move, so you are not asked for the account again.

Proposals and quotations created from the opportunity link back automatically. Customer comments on a proposal appear in the proposal’s Negotiation tab and you can reply there.

When to use opportunities

Working a qualified deal to close.

Step by step

Use the stage bar or drag on the Pipeline Board. Unmet criteria open a dialog; closing as lost needs a reason.
Screenshot for this step has not been captured yet — run npm run docs:flow.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

crm.opportunity.read
crm.opportunity.update

Automation

Deal health is recalculated on a schedule.

Lead Settings

Pipeline Board