CRM pipeline

An opportunity is a deal you are working on with an account: what it is, how much it is worth and when you expect to close it. The Pipeline shows every open and closed opportunity as a board, one column per stage.

This page is for people your administrator has given access to CRM opportunities. You find it under Operations → Sales → Pipeline.

Each column shows the stage’s name and how many opportunities are in it. Each card shows the opportunity’s name, its account, its project code if it has one, its amount, and a Move to… button.

Stages

Out of the box the stages are:

Stage	Meaning
Prospecting	You have identified the deal
Qualified	The customer has a real need and budget
Proposal	You have sent a proposal or quote
Negotiation	You are agreeing terms
Won	The customer said yes. Closed.
Lost	The customer said no, or the deal died. Closed.

Your administrator can rename, add or reorder stages, so your board may look different. An open opportunity moves one stage forward (Advance) or back (Move back), and from any open stage it can be marked won (Mark won) or lost (Mark lost). A won or lost opportunity is closed: it cannot be moved or edited again.

Only the moves you are allowed to make are offered. Normally that is the person who created the opportunity; changing its Owner later does not change who may move it.

Add an opportunity

1. Select New opportunity.
2. Fill in the form and select Save. It starts in the first stage.

Field	What to enter
Account	Choose an account. Add the account first if it is not there.
Name	What the deal is, for example “Office fit-out 2027”. Do not put personal details here: opportunity names are never erased.
Amount	The expected value, for example 25000.00
Currency	Three capital letters, filled in with your organization’s currency
Expected close	Optional: when you expect it to be decided
Project	Optional: the project this deal is for, or No project

You can also create an opportunity while converting a lead.

Move an opportunity

There are three ways, and they all do the same thing:

• On the board, select Move to… on the card and choose the stage. If it says No moves available, you may not move it.
• Drag the card to another column. Only the columns it may move to accept it; they are outlined while you drag.
• Open the opportunity and use the buttons at the bottom of its panel.

You will see “Moved”.

Mark it won or lost

• Mark won closes the opportunity as Won.
• Mark lost asks for a Reason first, in English or Bahasa Malaysia. Select Confirm.

Caution

Won and lost are final: the opportunity cannot be reopened or edited afterwards. The reason for a loss is kept permanently in its history. Write a business reason, not personal details.

Open an opportunity

Select the opportunity’s name on its card. The panel shows its Stage, Account, Amount, Expected close and Project, and its Activities, where you log calls, meetings, tasks and notes as on an account.

• Edit changes its details and lets you hand it to someone else with Owner. Select Save or Cancel.
• Create quote appears when the opportunity has a Project and you may create sales quotations. It opens a new quotation for that project.

Problems

Message	What to do
“This record has changed since you opened it. Reload it and try again.”	Someone else moved or changed it first. Reload the page.
No Move to… button on a card	The opportunity is won or lost, or you may not move opportunities.
A column will not accept a card	That move is not allowed from the card’s stage, for example two stages forward at once. Move it one stage at a time.