Skip to main content

​
Opportunities

An opportunity is one piece of work you are chasing. Open one when a conversation becomes real: it carries the client, the value you expect, and where the work has got to. Opportunities were called “deals” in earlier versions. You may still see that word inside dialogs and on the stage labels.

​
The pipeline

Work moves through four stages:
1

Lead

A new opportunity. You are working out whether there is a fit.
2

In Progress

Live — you are scoping, pricing, or writing the proposal.
3

Won

The client accepted. This is the end of the line in the product; delivery and invoicing happen outside it.
4

Lost

It did not work out. Record why, so you can learn from it.

​
The board

The default view is a Kanban board. Drag opportunities between the Lead and In Progress columns. Won and Lost move to their own sections on their own — you do not drag anything into them. Switch to Table view when you want to sort, filter, or compare side by side.

​
What an opportunity holds

​
The detail page

Open an opportunity to see two tabs:
  • Proposals — every quote linked to this opportunity
  • Emails — the email history with this client, from your connected mailbox
Every stage change is recorded automatically, so the record shows when it moved and who moved it.

​
Why you lost

When you mark an opportunity Lost, you are asked to say why. Over time this tells you where you are actually losing work: Price · Competition · Timing · Budget · Requirements Changed · No Response · Other

​
How proposals fit in

An opportunity and a proposal update each other:
  1. Link them. When you create a proposal you can attach it to an existing opportunity. The opportunity’s Proposals tab then lists it.
  2. The client’s answer moves the stage. When a client accepts, the opportunity moves to Won. When they decline, it moves to Lost. You do not have to remember to update it.

​
Follow-ups

An opportunity that has gone quiet shows up on Home under Follow-ups, next to the follow-ups you logged yourself. That is the only nudge — nothing is emailed and nothing is chased automatically. To set a dated reminder, log a Follow-up interaction on the client with a date. See People.

​
Tips

A pipeline full of maybes tells you nothing. Keep the conversation on the company record until there is something specific to quote.
“Price” every time means something different from “No Response” every time. The first is a pricing problem; the second is a follow-up problem.
The Kanban view is built for one pass a week: what is live, what is stuck, what closed.
Last modified on September 7, 2026