An opportunity's page

An opportunity's page shows one deal: where it stands, what happens next, and everything that happened so far.

The top of the page

  • The stages run across the page, with the current one marked and how many days the deal has spent in it.
  • Change stage moves the deal. See Stages.
  • Log activity, Schedule follow-up, Send material, Edit and Create quote do what they say, for this deal.
  • Details lists the company, owner, value per month and per year, weighted value, probability, expected close, reseller, tags, and how long since the last activity.

Set the next action

Every open deal should say what happens next.

  1. In Next action, select Add (or Edit).
  2. Type What happens next, for example "Send the revised proposal", and pick a Follow-up date.
  3. Select Save. A date that has passed is shown in red.

The tabs

  • Timeline: the stage changes and every call, meeting and note on the deal.
  • Material sent, Quotes, Follow-Ups, Attachments and Notes.
  • History: every change to the deal, who made it and when.

When the deal is won

A won deal shows Closed Won. Turn this deal into a subscription. Select Create subscription to review and create it. Once created, the banner links to the subscription.

On a phone

A bar at the bottom holds Change stage, Log activity and Follow-up. Follow-up offers quick dates (Tomorrow, In 2 days, Next Monday, In a week and more) or Pick a date….

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