Find CRM opportunities

Goal

Browse the pipeline board or list, filter stale deals, and open opportunity detail.

Who it is for

Sales clerk with crm.view.

Preconditions

• Module crm; crm.view. Owner scoping applies unless crm.view_all.
• A default Sales pipeline with stages is seeded on first CRM use. Empty board only appears if every stage was removed.

Steps

1. Open CRM → Work → Pipeline.
2. Use board columns by stage, or list mode with saved views / column picker.
3. Filter Stale only when chasing cold deals; review forecast tiles (open pipeline, weighted forecast, open deals).
4. Open a card/row for detail actions (edit, lose, convert, activities).
5. New opportunity (crm.manage) to create; Manage stages to add/edit stage names and win/lose flags.

Result

You can locate deals and continue stage moves or quote conversion.

Related

• Create an opportunity
• Win, lose, convert