Opportunities Module

Sales deals module on the frozen platform. Mirrors the Leads pipeline UX (stages + Kanban board + table) and the Activities / Contacts / Companies reference architecture for notes, assignment, and soft related links.

Sales Pipeline is delivered inside Opportunities — stages and the Kanban board are not a separate Marketplace SKU.

Guides

Audience	Document
Operators / workspace users	opportunities.md
Engineers	opportunities-developer.md
Production / ops	opportunities-production.md
Module Development Standard	module-development.md
Reference blueprint	leads.md · activities.md
Tenant API	../api/tenant-v1-opportunities.md

Capabilities

• Deal fields: name (required), optional amount / currency / probability / expected close date
• Pipeline stages (seeded: Prospecting → Qualification → Proposal → Negotiation → Won / Lost)
• Colored tags — per-workspace Opportunities catalog; create/assign inline; filter by tag_id
• Kanban board (default) + table view; drag-and-drop auto-saves stage via POST /opportunities/{id}/stage
• KPIs via GET /opportunities/stats; board via GET /opportunities/board
• Soft optional links: Contact / Company / Lead (FK rejected when that module is not installed; gated New inline create when entitled + create permission)
• Lead convert can optionally create an Opportunity (when Opportunities + create permission are present)
• Assignment with assignee scoping via opportunities.assign
• Notes + domain activity timeline
• Ask EloSync (with AI Assistant entitled): fetch a deal and confirm stage, assignment, or note suggestions — see Opportunities user guide
• Trash filtering plus Restore and Delete permanently
• Module licensing (module:opportunities) + Spatie permissions — free Marketplace opt-in (Sales category)
• Audit + activity logging; assignment notification

Permissions

opportunities.view · create · update · delete · restore · force.delete · assign

Enable Opportunities from Marketplace (free). Catalog: slug opportunities, category sales, is_default_included = false, is_billable = false, sort_order = 40, version 1.2.0. Only Leads and Tasks install automatically on new workspaces.

Related modules (optional)

No hard module_dependencies row today. Linking a Contact, Company, or Lead requires that module to be entitled; otherwise validation rejects the FK.

Planned hard dependencies (future): Quotations and Contracts are expected to depend on Opportunities when those Sales modules ship — see Module Dependencies.

Explicitly deferred

• Separate Marketplace SKU for “Sales Pipeline” (pipeline lives in this module)
• Custom stage admin UI (stages are seeded / idempotent seeder)
• Quotations / Contracts integration
• Real-time board sync (Reverb / Echo)
• Export / import