Opportunities and the pipeline
Track deals through the stages you define, in a list, a grid, or a kanban board you drag cards across.
An opportunity is a deal: an account, a value, a stage, and a probability. The stages are yours to define, and the pipeline board is the day-to-day view of where every deal stands.
Before you start: a role with Read opportunities and Update opportunities. The stages come from Settings → Pipeline, where they can be added, renamed, recoloured, and reordered. The defaults are Discovery, Qualification, Technical Evaluation, Proposal, Negotiation, Closed Won, and Closed Lost.
Create a deal
CRM → Opportunities → Add Opportunity, or convert a lead, which creates one for you. The title, an account, and a value above zero are required. Probability is a percentage, Pipeline is optional for workspaces that run more than one, and Stage comes from the pipeline.
Three views
The icons beside the search box switch between:
- Grid: cards.
- List: a table with account, value, pipeline, stage, and size.
- Pipeline: one column per stage with the count and the total value at the top of each. Drag a card to another column to change its stage. The board loads every opportunity at once rather than a page at a time, so on a workspace with thousands of deals it takes a moment.
Filters narrow by stage, deal size, lead source, pipeline, and account owner. A Stalled only chip appears when you arrive from a dashboard insight.
Closing
Move the deal to Closed Won or Closed Lost. Won value feeds the account's Won Revenue and the Reports page; open value is the Pipeline figure on both. The Reports tooltip is exact about the difference: pipeline value excludes both closed stages.
Deal size and source
Deal Size and Lead Source are filters and report dimensions. Size is set when the deal is created or edited; source carries over from the lead when the deal came from a conversion.
When it goes wrong
- "Value must be greater than 0." A deal needs a value, even an estimate.
- "Please select an account." Every deal belongs to a company. Create the account first if it does not exist.
- A stage is missing from the board. It was removed or renamed under Settings → Pipeline. Deals in a removed stage keep the old value and show Unknown Stage until moved.
- Dragging a card fails. The toast says "Failed to update opportunity stage". Usually a permissions issue; the card snaps back and nothing is lost.