Opportunities and pipelines¶

An opportunity represents qualified work with a defined sales outcome. The Pipeline groups opportunities by stage so the team can see both movement and value.

Review a pipeline¶

1. Open Pipeline.
2. Choose the relevant pipeline when your workspace has more than one.
3. Select My pipeline or Everyone, subject to your access.
4. Apply a saved view when you need a different working set.

Each stage shows its opportunities and stage total. Open Card fields on the Pipeline to choose which approved facts you need on your cards.

Move an opportunity¶

Drag a card into the new stage, or update the stage from the opportunity when a drag interaction is not practical. Use the stage that reflects the work's actual state, not the next action you hope will happen.

Open the opportunity to review its contact, organization, activities, history, and other available context before making a material change.

Record the outcome¶

Open the opportunity and choose Won when the work succeeds. Choose Lost when it does not; select a configured lost reason and add useful notes when needed. If no suitable lost reason exists, ask an administrator to update the workspace vocabulary before closing the opportunity.