Opportunity Board

What this page is for

Opportunity is the sales pipeline. It tracks one commercial conversation from enquiry to won, lost, trial, tour, or sign-up.

Who should use it

Sales staff, owner, manager

Where to find it

/crm/sales-pipeline

Before you start

• Sales CRM flow completion gate: finish Sales / CRM documentation by proving Opportunity, Tasks, Sales Calendar, Trials, Inbox, task outcomes, provider readiness, and person-linked handoffs are explained from current staff-app source.
• Sales route tabs are Opportunity, Tasks, Sales Calendar, Trials, and Inbox. Use them as one CRM workflow, not as unrelated pages.
• Opportunity is the default Sales / CRM landing surface because sales staff first need to see active pipeline, owner, stage, expected plan, next task, and profile handoff.
• Legacy sales route /sales redirects to /crm/sales-pipeline and does not open a separate sales module.
• Focus rep filters opportunity cards by assigned owner while All staff shows every owner. Use Focus rep for individual accountability and All staff for owner/manager review.
• Opportunity drawer is for current sale context, next work, task outcome, and profile handoff. Keep it minimal: person summary, owner, stage, expected plan/value, latest task, open/previous/completed tasks, outcome buttons, and links to profile/inbox.
• Opportunity board supports Board and Forecast modes. Board shows draggable stage cards; Forecast groups stage deal count, open value, and weighted forecast for owner/manager review.
• Opportunity card shows lead temperature, expected plan, expected close date, person/client code, relationship state, interests, latest linked task, stage, and owner.
• Dragging an opportunity or using Move to next/previous stage must represent a real conversation outcome. Stage movement writes CRM history and may affect follow-up planning.
• Opportunity detail exposes person card, relationship state, stage position, owner, expected plan, expected close date, interests, referred-by context, stage selector, Open profile, and All tasks.
• Open Profile is the handoff for full person history instead of repeating profile fields inside the opportunity drawer.
• Move forward and move back use adjacent configured board stages only. They should reflect a real customer outcome, not cosmetic board cleanup.
• Task outcome buttons record No Answer / Left Message, Contact Made, Book Tour, Sign Up, or Not Interested.
• Sign Up outcome continues to POS with the same person and opportunity so checkout, invoice, payment, and won-state evidence stay linked.
• Book Tour outcome creates tour work and logs the selected task outcome so the tour and activity history stay attached to the opportunity.
• Create task from opportunity requires action, owner, due time, priority, and notes when useful. Use it whenever the next follow-up is not already clear.
• Every active opportunity must have an owner, stage, source, expected plan, and next task.
• Move stages when a real outcome happens, not because staff want the board to look clean.
• Use Open Profile for full person history. Keep the opportunity drawer focused on current sale and tasks.
• Use lost/not interested outcomes with a reason so reports can show where leads are leaking.

Daily workflow

• Open Opportunity every morning and filter by owner or due follow-ups.
• Pick the task you are working now, call or message the prospect, log outcome, then create the next task.
• When the person agrees to buy, open POS or profile checkout and complete sale from the same person record.
• For a tour request, open the opportunity, use Book Tour outcome or create a tour task, confirm schedule time, owner, and notes, then verify it appears in Tasks/Sales Calendar.
• For a lost lead, log Not Interested with a factual reason before moving/closing the opportunity so leakage reporting remains useful.

Watch out

• Do not create a new lead from inside an existing opportunity. If the person already exists, update the current opportunity or create a deliberate second opportunity only if there is a new product conversation.
• Opportunity value should come from expected plan/checkout, not staff guesswork.

Related help

• Use the left menu to open related pages in Integrations.
• Use Ask Docs for questions that are already covered in this public documentation.