Opportunities

The Opportunities page is your deal pipeline: every deal you are working, moving through the stages your organisation has defined, with an AI prediction of how likely each one is to close. Deals get here two ways — you create them from a lead, or the CRM creates them for you when a lead turns hot.

Available to Admins and Members.

Two views: Board and Table

Next to the deal count at the top of the page, a toggle switches between two views of the same deals:

Board (the default) — a kanban board with one column per pipeline stage. Drag a card to another column to move the deal.
Table — a flat list with a stage dropdown on each row.

Your choice is remembered per browser. The header also shows a running count ("12 deals · 8 open").

The Board view

Columns are your organisation's pipeline stages, in pipeline order — the same stages an Admin manages under Settings → Pipeline Stages. Out of the box that is Lead, Qualified, Negotiation, Closed Won, and Closed Lost, but if your org has renamed, reordered, or added stages, the board reflects that immediately.

Each column header shows:

The stage name and the number of deals in the column.
The total value of those deals.
The Weighted value — the total multiplied by the stage's win-likelihood % from Settings → Pipeline Stages. A stage with no win likelihood set shows "—" instead (Closed Won always weights at 100%, Closed Lost at 0%).

Known limitation: column totals add deal values as plain numbers, without currency conversion. If a column mixes currencies (say USD and EUR deals), treat its total and Weighted figures as indicative only.

Each card shows the deal name with a small next-activity dot in front of it (see "Next activities" below — hover the dot for the activity and its due date), the AI win-probability chip (green 70%+, amber 40–69%, red below), the lead it belongs to, the deal value with its currency, and — when one is set — a compact expected-close chip (e.g. "Sep 12"). Click a card to open the deal drawer.

The board respects whatever filters are active, so column counts and totals describe the filtered set, not necessarily the whole pipeline. The stages themselves load just after the page opens, so you may briefly see "Loading pipeline…" first.

Move a deal by dragging

Drag a card and drop it on another column. The card moves immediately and shows a small spinner while it saves; if the save fails, the card returns to its original column. This is exactly the same stage change as the Table view's dropdown, so every stage-based automation still runs:

The move is logged as an activity on the deal's lead ("Opportunity … moved to …").
Any workflows triggered by opportunity stage changes run as usual.
Dropping a deal on your Won stage (Closed Won by default) automatically opens a delivery project for it in Projects, seeded with a kickoff checklist (kickoff call, collect requirements, welcome email) and owned by the teammate who owned the lead.

Empty columns show a "Drop deals here" target.

The Table view

The table lists Deal, Lead, Value, Close date, Next activity, Stage, and Win Probability. The Next activity column shows the indicator dot and the next activity's date (hover for its subject), or an amber "None" when nothing is scheduled — see "Next activities" below. Click anywhere on a row to open the deal drawer.

Change a stage from the table

Click the stage badge on any row — it is a dropdown listing all of your pipeline stages. Pick one to move the deal; a spinner shows while it saves. This runs the same automations as a board drag, including the delivery project on your Won stage.

Search and filter deals

The toolbar above either view offers:

Search — matches the deal name or the lead's name as you type.
Stage — multi-select of your pipeline stages.
Probability — a min/max % range on the AI win probability.
Deal Value — a min/max range on the deal's value.
From Date / To Date — filter by when the deal was created.
Next activity — narrow to deals whose indicator is No activity, Overdue, or Due today (see "Next activities" below); Any turns the filter off.
Rotting — a one-click toggle that shows only rotting deals (see "Rotting deals" below).

A "Showing X of Y opportunities" line reflects the current filters, active filters appear as removable chips, and Clear resets everything at once.

The deal drawer

Click a deal (card or row) to open its drawer:

Deal Value — click the pencil icon to type a new value, then confirm with the check mark (or cancel with the X).
Expected Close — the date you expect the deal to close, edited the same way: pencil icon, pick a date, confirm with the check mark. A Clear button removes the date entirely.
Next activity — the deal's scheduled next steps, with a Schedule button, Complete/Edit/Delete on each open activity, and a collapsed history of completed ones (see "Next activities" below).
AI Prediction — the win probability with a colored bar, plus a Re-predict button to run the analysis again on demand. A "Last predicted" timestamp shows when it last ran.
Risk Factors — what the AI thinks could sink the deal.
Win Path — the AI's suggested route to closing it.

Predictions run in the background, so a brand-new deal may show "Prediction is running in the background" — reopen the drawer in a moment or click Re-predict.

Expected close dates

Every deal can carry an expected close date — set it when creating the deal, or later from the drawer's Expected Close row (the Clear button removes it again). The date feeds the AI win prediction, so deals with a close date get better-grounded probabilities than ones without.

Overdue treatment: an open deal whose expected close date has passed is flagged in amber — a warning icon next to the date in the table, an amber close-date chip on its board card, and an "Overdue" badge in the drawer. This is a hygiene nudge: either the deal should have closed, or the date needs updating. Closed deals (won or lost) are never flagged, and a deal expected to close today is not overdue yet. "Overdue" is judged against your own local date, which is picked up just after the page loads — so for a brief moment after opening the page, no deals show the flag. Deals without a date show "—" in the table and no chip on the board.

Next activities

A close date says when a deal should end; a next activity says what you will do about it next. The habit the CRM pushes you toward is simple: every open deal should always carry a scheduled next step — a call, a meeting, an email — so no deal is ever waiting on nothing.

Schedule an activity

Open the deal's drawer and find the Next activity section.
Click Schedule.
Pick a type (Call, Meeting, Email, Task, or Follow-up), give it a subject (e.g. "Follow-up call"), and choose a due date. Due dates are date-only — there are no times or reminders.
Click Schedule to save.

A deal can carry several open activities at once; they are listed in due-date order. Use the pencil icon to edit an open activity's type, subject, or date, or the trash icon to delete it. Completed activities cannot be edited.

Admins and Members can schedule, complete, edit, and delete activities.

Complete an activity — and plan the next one

Click Complete on an activity. A dialog asks for an optional outcome note ("what happened?") — write one; it becomes the record of the touch. When you confirm:

The completion (and your note) is logged on the deal's lead timeline, so the lead's history shows the touch alongside everything else.
The activity moves into the drawer's collapsed Completed (N) history, where its note stays readable.
The schedule form immediately re-opens as "Schedule your next activity" — the whole point of the flow. Plan the next step while the call is still fresh. You can dismiss the form with the X, but the deal then goes amber (see below), which is the CRM telling on you.

The indicator dot

Every open deal shows a small colored dot — in front of the name on board cards, in the table's Next activity column, and next to the "Next activity" heading in the drawer. It is judged on the earliest open activity's due date, against your own local date:

Red — an activity is overdue. Do it or reschedule it.
Green — the next activity is due today.
Gray — activities are scheduled, all in the future. The deal is healthy.
Amber — nothing is scheduled at all. This is the warning state: an open deal with no next step is a deal drifting.

Closed deals (won or lost) show no dot. Hover any dot for the next activity's subject and due date. As with close dates and rotting, your local date is picked up just after the page loads, so dots appear a moment after the page does.

Filter by activity state

The toolbar's Next activity filter narrows either view to deals whose dot is No activity, Overdue, or Due today. A good daily routine: clear Overdue to zero, work through Due today, then sweep No activity and give every amber deal a next step.

Rotting deals

Quiet deals die silently — a deal that has sat untouched in the same stage for weeks is usually in trouble, even if nothing about it looks wrong. Rotting makes those deals impossible to miss.

An Admin sets a Rotting after (days) limit per stage under Settings → Pipeline Stages (open stages only — won and lost deals never rot). Once a deal has been in that stage for at least that many full days, it starts rotting:

On the board — the card turns red (red border and tint) with an "Idle Nd" chip showing how many days it has sat there, and the column header shows a count like "3 rotting". In stages that have a limit set, healthy cards show a neutral "Nd" days-in-stage chip too, so you can see a deal approaching the limit before it turns.
In the table — rotting rows get a small red dot next to the deal name (hover it for the details).
In the deal drawer — a "Time in Stage" row shows "In this stage for N days", with a red Rotting badge and the stage's limit once the deal is past it.
Filter — the toolbar's Rotting toggle narrows either view to just the rotting deals, so clearing them out can be a daily routine.

The clock counts time in the current stage: moving a deal to any other stage resets it immediately (the red state clears the moment you drop the card). Editing a deal's value, close date, or name does not reset the clock — only real pipeline movement does. Stages with no limit set never rot and show no days chip on their cards. Older deals from before your organisation adopted pipeline stages never rot either — moving one into a stage starts its clock. The days are judged against your own clock, picked up just after the page loads, so for a brief moment after opening the page no rotting indicators show.

Create a deal

Click New Opportunity at the top right.
Select the lead the deal belongs to, give the deal a name (e.g. "Acme — Annual plan"), and optionally a value in USD and an expected close date.
Fill in any custom opportunity fields your org has defined.
Click Create & Predict. The deal appears in your first pipeline stage and the AI prediction starts immediately in the background.

Creating a deal also logs an activity on its lead.

Automatic deals from hot leads

You do not have to create every deal yourself: when the AI scores a lead Hot with a score of 70 or higher, the CRM automatically creates an opportunity for it (named "<lead> — auto-detected opportunity") in your Qualified-equivalent stage — unless the lead already has an open deal.

Settings → Pipeline Stages

Admins only. Under Settings → Pipeline Stages you shape the pipeline the board and table use:

Rename a stage or set its win likelihood % with the pencil icon — the % drives the board's Weighted column totals.
Set Rotting after (days) on any open stage (a whole number of days, 1–365, also behind the pencil icon) — deals idle in the stage at least that many days are flagged as rotting on the board and in the table. Leave it empty and the stage never rots. Won and Lost stages have no rotting setting.
Reorder stages with the up/down arrows.
Add a stage — new stages are added as open stages, placed just before Won/Lost.
Delete a stage — its deals move to the nearest remaining stage. You cannot delete the last Won or Lost stage (or the last open stage), because automations such as deal-won project creation depend on them.

Every organisation starts with Lead (10%), Qualified (35%), Negotiation (60%), Closed Won (100%), and Closed Lost (0%).