Work the pipeline

Create opportunities, move them through the stages, log notes and mark them won or lost.

Create an opportunity

1On Pipeline, click New opportunity. The form opens on the right.
2Fill it in and click Create opportunity.

New opportunity — Pick the customer from the list, or type a name for someone who is not a customer yet.

Field	Notes
Title	What the deal is about. The only required field.
Customer	Click Pick a business partner and search your customers. For someone who is not a customer yet, type the name in the box under it instead.
Phone	Filled from the customer when there is one.
Expected revenue	In the customer's currency. For a customer with several currencies, choose it next to the amount.
Stage	Where the card starts.
Expected close	Used by the calendar view and the forecast.
Source	Shown when your company has lead sources.
Priority	One to three stars.

Tip. If a similar open lead or opportunity already exists (same phone or customer name), a yellow Possible duplicate box lists it. You can still create the new one if it really is new.

The opportunity is assigned to you.

Move a card to another stage

Drag the card into another column.

Drag a card to another column to change its stage.

On a phone or tablet, open the card and tap the stage under Stage instead.

On a phone the board shows one stage at a time: tap a stage in the row above the board (the number is how many cards it holds) to see its cards.

Open an opportunity

Click a card. A panel opens on the right; the arrow at its top opens it as a full page.

Part	What it holds
Quotation / invoice buttons	When the deal came from a quotation: click one to open that document in Sales.
Print / Download	A one-page summary of the deal with its activities and notes (for a meeting or a hand-over).
…	Preview PDF, and Mark lost while the deal is open.
Stage	Click a stage to move the deal.
Timeline tab	Every change, with who made it and when. Type in Log a note… and press Enter to add a note.
Activities tab	Planned follow-ups. See Activities.
Details tab	The deal's fields; for a linked customer its history (total spent, invoices, last purchase, open credit, rating); Reviews: click Add a review, pick 1 to 5 stars, add a comment and click Save.

Win a deal

Move the card into the won stage (Completed, marked with a trophy). The deal is marked won and leaves the open pipeline.

Deals that came from a quotation are won automatically when the quotation becomes an invoice.

Lose a deal

1Open the opportunity, click … and then Mark lost.
2Choose a reason (or No reason) and click Mark lost.

Mark lost — The reasons come from Settings → CRM → Lists.

To reopen a lost or won deal, open it and click a stage that is not the won stage.

Find deals

Open, Won and Lost switch which deals you see. Won and lost deals are shown as a list.
Only mine shows only the deals assigned to you.
The search box looks in the title and the customer name.

Lost deals — The Lost list shows the reason next to the customer.

Other views

The buttons before the refresh button change how the pipeline is shown:

View	Shows
Board	Columns by stage (the default).
List	A table with stage, status, salesperson, next activity and expected close.
Calendar	Deals on their expected close date.
Pivot	Expected revenue by stage and close month.
Graph	Bars by stage, by revenue or by count.
Activity grid	Planned activities by deal and activity type.

List view — The list view of the pipeline.