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 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