Opportunities require the advanced CRM and the corresponding module enablement.
Create an opportunity
Create an opportunity from the relevant lead or contact. Enter its title, pipeline, stage, value, owner, and expected close date where offered. Link the relevant properties and processes.
An opportunity represents a commercial transaction. It is distinct from both the contact and a reservation.
Work the pipeline
Use table and board views to track open business. Move an opportunity to the appropriate stage and review its tasks. Your administrator manages pipelines and stages in settings.
Record the outcome
Mark an opportunity as won or lost and provide the required reason. Keep value and close date current so reports reflect the actual state.
Reservations and financing processes can be linked in the opportunity context. Check their own statuses; a pipeline change does not automatically confirm every connected process.
Next: Tasks · Reports.
