Opportunities Overview
Sales pipeline management with Kanban board, list views, and deal tracking.
Opportunities
The Opportunities module is your sales pipeline manager. Track deals through customizable stages using a Kanban board or list view, create multiple pipelines, and associate opportunities with contacts.
Key Features
- Kanban board — drag-and-drop deals between stages
- List view — see all opportunities in a sortable table
- Multiple pipelines — create different pipelines for different sales processes
- Deal tracking — value, stage, associated contact, notes
- Pipeline manager — add, edit, and reorder pipeline stages
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Quick Links
- Pipelines — Create and manage sales pipelines and stages
- Managing Deals — Create, move, and track opportunities