Opportunities List and Inquiry
The Opportunities list is your sales pipeline. Each entry is a qualified prospect with an estimated value and a stage, and together they are the forecast — which makes this the list sales managers read most often.
Opportunity List Overview
Go to CRM > Opportunities.
Search and Filter Options
| Filter | What it does |
|---|---|
| Search | Find an opportunity by name or party. |
| Stage | Filter by funnel position. |
| Assigned To | Show one person's deals. |
| Expected Close | Restrict to a closing period — the basis of a forecast. |
| Status | Open, won or lost. |
List columns
| Column | Description |
|---|---|
| Opportunity | The deal name. Click through to the Opportunity View. |
| Customer / Lead | Who it is with. |
| Value | The estimated business. |
| Stage | Where it sits in the funnel. |
| Expected Close | The forecast close date. |
| Assigned To | Who owns it. |
Opportunity Status and winning one
The Status picklist drives the pipeline column and the Won card on the CRM overview. An opportunity is marked won by setting its status to Won.
If your Status dropdown is empty, or there is no Won status in it, the list was never seeded for this company. Add the statuses you use — including one called Won — under CRM Setup. Without a Won status nothing can be counted as won, and the pipeline reads as though no deal has ever closed.
Opportunity Actions
| Action | What it does |
|---|---|
| View | Open the full record. |
| Edit | Update value, stage or owner. |
| Proposal / Estimate | Move the deal forward into a written offer. |
| Close | Mark the opportunity won or lost. |
How to Use the Opportunities Management Page
- Filter to the closing period you are forecasting.
- Read stage against value — several early-stage deals are healthier than one large deal stuck.
- Chase anything past its expected close date that is still open.
- Close deals as won or lost as soon as you know.
A pipeline where nothing is ever marked lost is not a pipeline, it is a list. Losing deals honestly is what makes the remaining forecast believable and what lets anyone learn why deals fail.
Summary
Opportunities turn interest into a number you can plan against. Their value depends entirely on stage and expected close being kept current — a stale pipeline forecasts the past.
Related pages
- New Opportunity — create one
- Opportunity View — the full record
- Leads List — the stage before
- Proposals · Estimates — the stage after