FOCUS 01⊙
Sales opportunities
NewIn progressDone
Board and list
Switch between stage-focused and detailed list views to suit the work.
Sales / Opportunity board and list
Sales opportunities: pipeline stages and deal tracking
Review open and completed opportunities in board or list view, using stage, currency and search filters.
PRODUCT VIEW
See how it works.
The Opportunities screen tracks deals alongside the people and companies involved. Board and list views work alongside stage, currency and search filters. Existing stages such as discussion, proposal, negotiation, contract, won, uncertain, postponed and lost distinguish the different states of a sales process.
EXPLORE THE PRODUCT
Sample viewSales opportunities
New2
Board and listCustomer conversation
DKSample record
Stage coverageCustomer conversation
DKSample record
In progress1
Stage coveragePreparing the proposal
EDSample record
Completed1
Currency filterTeam review
CYCompleted
01Connect the opportunity
02Update the stage
03Review the pipeline
FROM NEED TO OUTCOME
Where this helps.
One total for all open work does not reveal which opportunity needs a conversation, a decision or a renewed follow-up.
WHAT YOU CAN WORK TOWARDS
Assess each sales opportunity in its actual stage and customer relationship context.
STEP BY STEP
How to use it.
- 01
Connect the opportunity
Associate the work with its contact and company, then enter a title and commercial details.
- 02
Update the stage
Update the stage as conversations progress, keeping postponement and uncertainty visible too.
- 03
Review the pipeline
Choose a board or list and narrow opportunities by stage, currency and search.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Sales opportunities
NewIn progressDone
Stage coverage
Track uncertain and postponed opportunities separately from won or lost work.
FOCUS 03↗
Sales opportunities
NewIn progressDone
Currency filter
Review opportunities in the relevant currency and keep amounts in context through display preferences.
FOCUS 04◇
Sales opportunities
NewIn progressDone
Customer relationship
See the associated person and company alongside an opportunity instead of interpreting its title alone.
FOCUS 05⌁
Sales opportunities
NewIn progressDone
Record details
Open an opportunity to assess associated quotes and follow-up needs within your permissions.
IN EVERYDAY WORK
What it looks like in practice.
You want to discuss opportunities awaiting a decision separately from postponed work.
Narrow stages and list scope to discuss the different situations behind an overall total.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Basic opportunity and stage tracking is included in every plan. Product and quote operations are included in Professional and Business.
- An opportunity amount is not a payment collection or accounting entry.
YOUR QUESTIONS
About this feature.
01Is the board the only view?+
No. Opportunities supports board and list modes. Narrow the view with stage, currency and search filters.
02Do I have to mark postponed work as lost?+
The existing stages include uncertain and postponed, allowing you to track the record according to its current sales status.
RELATED WORKFLOW GUIDES
You may also need these features.
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Customer relationships
Keep contact details, company relationships and past conversations in one shared record.
Sales pipeline
Track potential work, the customer relationship and its sales stage in the same view.
Quotes and contracts
Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.