Opportunity is a deal or a potential sale. It is always attached to a contact, and one contact can have several opportunities.
Pipeline
Opportunities move through the stages of a pipeline. The default stages are: new → in progress → proposal sent → negotiation → won / lost. Stages are configured to match your process in Settings → Pipelines.
Fields
- Amount — the expected value of the deal
- Probability — how likely it is to close (%)
- Expected close date
- Stage — the current pipeline stage
- Owner — the person responsible for the deal
Views
Two modes: Kanban (cards in stage columns) and table.
Related objects
Estimate, Invoice, Task, Meeting, Interaction.