Opportunities

Track deals through your pipeline stages, from first conversation to won or lost.

Opportunities tracks deals: their value, expected close date, owner and stage.

#The pipeline

Opportunities move through the stages of a pipeline. Pipelines and their stages are set in Settings → CRM → Pipelines, along with the reasons a deal can be won or lost.

#Moving through stages

Move an opportunity on its record or on the board. Won and lost stages close it, and the reason you give is kept with it for reporting.