Opportunities List
The Opportunities tab tracks potential deals at their earliest stage. An opportunity is a qualified lead or a specific sales goal against a customer — earlier and less committed than a proposal, and the raw material your sales forecast is built from.
Where to find it
Open a customer and select the Opportunities tab.
Field Definitions for the Opportunities List
| Column | Description |
|---|---|
| Opportunity | The deal name. |
| Value | The expected amount, which is what pipeline totals are built from. |
| Stage | Where it sits in the funnel. |
| Expected Close | The forecast close date. |
| Assigned To | Who owns the deal. |
| Status | Open, won or lost. |
Managing Your Sales Funnel
Read the funnel by stage and value together. Several early-stage opportunities are healthier than one large deal sitting at the same stage for months — the second is a stalled pipeline, however good the number looks.
Close opportunities honestly, as won or lost. A funnel where nothing is ever marked lost inflates the forecast and stops anyone learning why deals fail.
How the pre-sales stages relate
| Stage | Meaning |
|---|---|
| Opportunity | A qualified possibility. No figures committed. |
| Estimation | Indicative pricing, informally shared. |
| Proposal | A formal offer. |
| Quotation | A priced offer with an expiry, ready to convert into an order. |
Related pages
- Proposals · Estimations — later pre-sales stages
- Quotation — where the pipeline becomes a priced offer
- Import Opportunities — loading a pipeline in bulk