Opportunities (New Web)

Path: Callproof Support - Sales_Menu - Opportunities (New Web)

Opportunities (Sales Funnel)

Screen title: Opportunities Browser title: Sales Funnel Address: /funnel/new/

Use this screen to view your sales pipeline as a stage board. Each column is an opportunity stage. Cards are opportunities. You can drag cards between stages, review totals, and filter what you see.

Navigation: Sales Icon Hover →Opportunities

Opportunities

From this screen you can also:

• See total pipeline value and derived value
• Move opportunities to another stage by dragging
• Open an opportunity or its account
• Filter by date, probability, company, user, and market
• Import opportunities (managers / market managers)

How to open Opportunities

Option A — From the main menu

1. Sign in to CallProof.
2. In the left sidebar menu, open Opportunities / Sales Funnel (label may vary by company setup).
3. The Opportunities board opens.

Option B — Open Opportunities directly

1. Open your web browser.
2. Go to your CallProof website and add /funnel/new/ at the end of the address (for example: https://appv2.callproof.com/funnel/new/).
3. Press Enter.
4. The Opportunities board appears.

Option C — From related Funnel pages

1. Open another Funnel page such as Opportunities Report, Opportunity Stages, or Opportunity Types.
2. Use menu or links that return you to the Opportunities board when available.
3. Or go directly to /funnel/new/.

Permissions

• You must be signed in.
• All signed-in users with access can view the board for opportunities they are allowed to see.
• Managers can click an opportunity name to open the edit screen.
• Non-managers see the opportunity name as text (not an edit link), but can still open the account links and drag stages (based on access).
• Managers and market managers see Import Opportunities.
• Manager / market manager filters also include User and Markets.
• Company menu permissions control whether this screen appears in your sidebar.

What you see on the screen

Header

• Title: Opportunities
• Import Opportunities link (managers / market managers)
• Filter button

Totals bar

• Total Values — sum of opportunity values in the current filtered board (with your company currency/sign)
• Total Derived — weighted value based on probability (value × probability %)

Stage board

For each opportunity stage column:

• Stage name
• Opportunity count in that stage
• Stage value total
• Colored stage bar
• Opportunity cards stacked under the stage

Opportunity card

Each card can show:

• Opportunity name (managers: click to edit)
• Company / account name (click to open the account)
• Search icon (opens the account)
• Opportunity type (if set)
• Created date
• Value with company currency/sign

Messages you may see

• Success message after applying filters
• Empty stages when no opportunities match the filter
• Errors if a stage move fails

Field guide (Filter panel)

Click the Filter button to open Opportunities Filter.

Start Date

• Start of the date range.
• Required when applying filters that use dates.

End Date

• End of the date range.

Pull By

• Close Date — filter by opportunity close date
• Created Date — filter by opportunity created date

Sort

• Created By
• Rev Created By (reverse created order)

Probability

• Enter a low and high percentage (for example 0% to 100%).
• Only opportunities in that probability range are shown.

Contact Company

• Filter by one or more companies linked to opportunities.

User (managers / market managers)

• Filter by sales reps.
• Optional: Show Inactive Users
• Select All / Clear helpers

Markets (managers / market managers)

• Filter by one or more markets.
• Select All / Clear helpers

View the Sales Funnel board

Funnel board

1. Open Opportunities (/funnel/new/).
2. Review Total Values and Total Derived at the top.
3. Scan each stage column for name, count, and value.
4. Scroll within a column to see more cards.
5. Click a company name or the search icon to open the account.
6. If you are a manager, click the opportunity name to edit it.

Move an opportunity to another stage

Drag opportunity

1. Find the opportunity card.
2. Drag the card to a different stage column.
3. Drop it in the new stage.
4. CallProof updates the stage, probability (from the stage), and history.
5. Stage counts and values update on the board.
6. Totals refresh as needed when you reload or recalculate.

Tip: Dropping a card in the same stage does nothing.

Filter opportunities

Opportunities Filter

1. Click the Filter button.
2. Set Start Date and End Date as needed.
3. Choose Pull By (Close Date or Created Date).
4. Choose Sort.
5. (Optional) Set Probability range.
6. (Optional) Select Contact Company.
7. (Managers / market managers) Select User and/or Markets.
8. Click the filter apply / search action.
9. The board reloads with matching opportunities.
10. To reset, use Clear, then apply again.

Import Opportunities

1. Confirm you are a manager or market manager.
2. On the Opportunities board, click Import Opportunities.
3. Follow the import steps (file upload / mapping as shown).
4. When finished, return to the board to review imported opportunities.

Add a new opportunity (related workflow)

New opportunities are usually created from an account, not from an empty board slot.

1. Open Accounts / Contacts.
2. Open the account.
3. Choose Add Opportunity (or the opportunity action for that account).
4. Fill opportunity name, stage, type, value, dates, and other fields.
5. Save.
6. Return to Opportunities (/funnel/new/) to see it in the matching stage column.

Related Funnel setup screens

Managers often configure the funnel elsewhere, then use this board daily:

• Opportunities Report — /funnel/opps/
• Opportunity Stages — /funnel/oppstages/
• Opportunity Types — /funnel/opptypes/
• Opportunity Fields — /funnel/opps/fields/list/

After you use this screen

• Stage moves update opportunity stage and probability.
• A history record is kept when a stage changes.
• Filters stay in your session until you change or clear them.
• Date filters may also restore from saved browser cookies for your email when you reopen the page.

Tips and important notes

• Total Derived is value weighted by probability (roughly value × probability %).
• Stage colors come from your company’s Opportunity Stages setup.
• If a stage column is empty, no matching opportunities are in that stage for the current filter.
• Managers edit opportunities from the card name; reps typically edit from the account or other allowed screens.
• Drag-and-drop requires a mouse/trackpad (or equivalent); drop into the destination stage column.
• Import is limited to managers and market managers.
• User and Markets filters appear only for managers / market managers.
• Keep stages and types set up before relying on the board for daily pipeline work.

Need help?

• Board empty: widen or clear filters; confirm opportunities exist for your company
• Cannot edit opportunity name: you may not be a manager—open the account or ask a manager
• Cannot import: confirm you are a manager or market manager
• Stage move failed: refresh and try again, or ask support
• Other issues: email support@callproof.com