Opportunities and pipeline

Opportunities are qualified deals. Open /crm/pipeline for the primary board, /opportunities for the deal list, and /opportunities/forecast for forecast month planning.

#Create an opportunity

1. Convert a lead, or open /opportunities/new.
2. Enter the deal name, contact, sales team, owner, expected revenue, probability, expected closing date, priority, pipeline, and stage.
3. Save the opportunity and use its record page for related activity and quotations where enabled.

Only SUPER_ADMIN and MANAGER can create opportunities or record lost outcomes. Reading follows the Leads module and any configured record scope.

#Work the pipeline

The Pipeline page supports Board, List, and Table views. Select a pipeline when more than one exists. Drag or move opportunities between stages only when you have edit permission.

Managers can configure stages. A stage can represent a normal step, a won state, or a lost state. Retiring a stage does not delete its opportunities. Existing records retain their history and can be reassigned.

#Forecast revenue

Expected revenue and probability drive forecast views. Use a manual probability only when the team has a specific reason. Where lead scoring is configured, the system can use won and lost history to assist probability analysis.

The forecast month is a separate planning value. Updating it does not close the opportunity or change its pipeline stage.

#Record outcomes

Mark a deal Won by moving it to the configured won stage. Mark it Lost with a lost reason. Authorized users can restore a lost opportunity. A loss outcome should remain in the CRM for reporting rather than being deleted.

#Sales teams

Open /sales-teams to view team targets and pipeline ownership. CRM settings under /settings/crm/sales-teams manage the team definitions and assignments. Use teams consistently if reports should compare performance by group.

#Common problems