Sales Menu

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The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.

Opportunities (New Web)

Kanban-style sales pipeline. Each card is an opportunity linked to a contact/account, with stage, type, value, probability, close date, name, and notes. Drag a card to change stage. Derived value is value times probability divided by 100. Company currency symbol comes from company opportunity sign setting. Managers and reps can use the board. Import is limited to managers or market managers. Reps may be limited to their own opportunities unless they can view others’ opportunities. Example: Move Acme – $50k from Proposal to Negotiation on the board. Key settings and filters: date range, rep, market, sort order, stage visibility for users who can view all opportunities. Related: uses Stages, Types, and Opportunity Fields; feeds Opportunity Reports and dollar Goals.

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Opportunities

Opportunities Report

Opportunities Report. Tabular list of opportunities with filters and export. Columns include rep, account, stage, type, value, probability, derived value, and dates. Supports scheduled exports and PDF/stats where available. Bulk import is manager-only. Example: Manager exports last 90 days of opportunities for Market West as a weekly CSV. Key filters: date range by close or created date, probability range, opportunity type, account type, active/inactive reps, markets (managers), sort options. Related: same opportunity data as the board; Quick Links often go to Stages, Types, Fields, and Import.

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Opportunities Report

Opportunity Types

Opportunity Types. Manager-managed categories for opportunities, such as New Logo, Upsell, or Renewal. Used to classify deals and filter the board and reports. Required naming is used on opportunity import. Example: Type Upsell for expansion deals with existing clients. Key settings: name, position/order. Related: optional type on each opportunity; filters on reports and board.

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Opportunity Types Index

Opportunity Fields

Manager-only. User-defined fields for opportunity records (separate from contact Custom Fields). Appear on add/edit opportunity. Support types such as text, select, and related option/auto behaviors. Managers can also set the company value/currency sign used on opportunity screens. Example: Add Contract Term (months) and Deal Source dropdown on every opportunity. Key settings: field name, type, default option, order, option lists, auto rules, company opportunity value sign. Related: shown on opportunity forms; included in import/export paths where configured.

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Opportunity Fields

Opportunity Stages

Define the steps in your sales pipeline (for example, Prospect, Proposal, Closed Won). Stages control how opportunities appear in the funnel, their default probability, colors, and optional email notifications.

Note: Managing Opportunity Stages requires a manager account.

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Opportunity Stages

Goals

Shows assigned user or market goals with target, end date, status, and progress so performance can be reviewed at a glance.

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Goals