CRM opportunities overview

Goal

Understand the sales pipeline: open opportunities move across tenant stages until won, lost, or converted to a quote.

Who it is for

Sales clerk / manager with crm.view (create/move needs crm.manage; quote convert needs crm.convert).

How opportunities fit the cycle

1. Create from Pipeline → New opportunity, from lead Convert, or API/workflows.
2. Required: Party, Stage, Title. Optional value (tenant base currency default), expected close, next step, owner, lines.
3. Drag/move across stages. Landing on a Winning / Losing stage sets status Won / Lost.
4. Mark lost may require a catalog lost reason (Options).
5. Convert to quote on a won deal with ≥1 line → draft sales quote (crm.convert).
6. Open deals can go Stale when activity ages past pipeline/settings stale days.

Open the screen

CRM → Work → Pipeline (crm.view).

Related

• Find opportunities
• Create an opportunity
• Win, lose, convert
• Pipeline setup