Pipeline and opportunities

An opportunity is a deal with a customer or prospect: its monthly and one-time value, its stage, an owner, a contact and when it should close. Pipeline (Sales group) shows the open ones.

The board and the list

The Board has a column per stage with each column's monthly value and the value weighted by probability. Drag a card to another column, or use its menu, to move it. Open, Won and Lost list opportunities as a table. Filter by owner to see one person's deals.

Stages and probability

Stages are your workspace's own, in order, each with how likely a deal in it is to close (Qualify 10%, Discovery 25%, Proposal 50% and Negotiation 75% to start with). Change them in Settings → Sales. An opportunity takes its stage's probability unless you give it its own on the opportunity's page. Won counts as 100% and lost as 0%.

Add and update an opportunity

New opportunity asks for the customer, a name, the values, the stage and the expected close date. Converting a lead can open one too. On its page, change the details, log calls and notes, and add tasks.

Quotes from RevoPSA

With RevoPSA on, Link a quote attaches one of the customer's estimates. The opportunity shows each linked estimate's status and value. When the customer approves a linked estimate, the opportunity is marked won and the approval is noted on its activity. A declined estimate is noted, never marked lost: another quote may follow. Turn automatic winning off in Settings → Sales.

Win, lose, reopen

Mark won or Mark lost (with a reason, which the forecast collects) closes an opportunity. Reopen puts it back in its stage. Owners and admins can delete an opportunity with its activity; linked estimates stay in RevoPSA.

People who want to know turn on Opportunity won or Opportunity lost in their notification settings. Automations can start when an opportunity changes stage, is won or is lost.