Opportunities — User Guide

Who can use Opportunities

Your workspace must have the Opportunities module installed (free from Marketplace — not auto-installed). Your role must include the relevant permissions (view, create, update, delete, restore, force.delete, assign as needed).

Without assign, you only see opportunities assigned to you.

Board & table

Open Opportunities from the sidebar (Sales). The default view is the Kanban board (columns = pipeline stages). Switch to Table when you prefer a list.

• Search by deal name
• Each stage column header and its cards use that stage’s color; Stage badges in the table and record page use the same colors
• Filter by stage, assignee, tag, related Contact / Company / Lead, or toggle My Opportunities
• KPI cards summarize totals, open / won / lost, pipeline value, weighted pipeline, won value, and conversion rate for your scope
• Table and board show tags and the latest note; hover a truncated preview to read the full note
• Users with restore can filter Active / Include deleted / Deleted only, then Restore a soft-deleted opportunity from the row menu
• Delete permanently requires opportunities.force.delete — granted to the workspace owner by default

Create & edit

1. Click New opportunity
2. Enter name (required) and optional amount, currency, probability (0–100), and expected close date
3. Optionally set stage and assignee (assignee requires assign)
4. Optionally link a Contact, Company, and/or Lead (pickers appear when those modules are installed — use New beside a picker to create and select inline when you have that module’s create permission)
5. Optionally assign tags (colored labels). Create a new tag inline with a name and color, then tick it
6. Save

Edit from the row menu or the record page.

Tags are an Opportunities-only catalog (separate from Leads disposition tags and Tasks / ToDos tags). In this release you can create and assign tags inline; there is no Manage Tags screen to rename or delete them. The record page shows tag badges — change assignments from Edit.

Sales pipeline (stages)

Pipeline stages are part of Opportunities — there is no separate “Sales Pipeline” product.

Seeded stages: Prospecting (default) → Qualification → Proposal → Negotiation → Won / Lost.

• Moving a card on the board auto-saves the stage change (same as Leads); click a card to open the drawer for edits
• Won / Lost columns mark closed deals for KPIs (pipeline value excludes them)

Assignment

Users with assign can set or clear the assignee from the record page or the create/edit form. The assignee receives an in-app notification when someone else assigns them.

Notes & activity

• Notes — free-form notes on the deal
• Activity — timeline of create, update, assignment, stage change, note, and delete/restore events

Ask EloSync

With the AI Assistant module installed, Ask EloSync can list pipeline stages, fetch an opportunity by UUID, and propose stage changes, assignments, or notes. Nothing is saved until you confirm the suggestion. See AI Assistant.