Opportunities signify potential sales or deals progressing through different stages within the sales pipeline. They encapsulate leads or prospects demonstrating interest in products or services, poised for conversion into valuable paying customers.
Pipeline Integration
- Opportunities are managed within pipelines which in turn are a series of consecutive stages.
- Customizable pipelines align with unique sales processes and business goals.
Stage Progression
- Opportunities advance through pipeline stages, signifying their position in the sales cycle.
- Stages typically include "Prospecting," "Qualification," "Proposal," and "Negotiation"
Opportunity Status
- "Open", "Won", "Lost" and "Abandoned" are opportunity status which are present by default.
- An opportunity can be in one of the four statuses and we can use these to prepare filters for the same.
Data Management
- Robust data management within opportunities tracks opportunity source, contact details, opportunity value, and notes.
- Users can also streamline communication and task assignment under Opportunity - linked contacts, enhancing workflow efficiency and timely engagement.