CRM opportunity troubleshooting
Goal
Unblock pipeline create, move, lose, and quote-convert failures.
Who it is for
Clerk and manager.
Common problems
| Symptom | Likely cause | What to do |
|---|---|---|
| Empty board / No pipeline stages | Stages were deleted | Re-open CRM to reseed defaults, or Manage stages / CRM setup Pipelines |
| Cannot create | Missing party/stage/title; required close/next step | Fill required fields; check Options |
| Cannot edit / move | Status not Open | Only open deals update; create a new deal if needed |
| Mark lost 422 | Lost reason required | Pick catalog reason or turn off require in Options |
| Convert to quote hidden/fails | Missing crm.convert; not Won; no lines; already converted | Grant permission; win the deal; add lines |
| Weighted forecast looks wrong | Probability 0 or value 0 | Set stage probability and deal value |
| Stale flag unexpected | stale_after_days / default_stale_after_days | Log an activity or adjust stale settings |
| Cannot see teammate deals | No crm.view_all / not on team | Join sales team or grant view-all |