Opportunities & Pipeline#

Opportunities represent active sales deals. Each opportunity belongs to a pipeline — an ordered sequence of stages (e.g. Qualified → Demo Scheduled → Proposal Sent → Negotiation → Closed Won). You can have multiple pipelines for different product lines or sales motions.

Every opportunity has a close date, an expected value, and a probability percentage. These feed into the Deal Forecast widget on your dashboard. Stage gates let admins require certain conditions before a deal can advance — for example, a signed NDA before moving to Proposal.

Pipeline editor

Admins can create and configure pipelines under Admin → Pipelines. Each stage can have a default probability, a color, and optionally a stage gate — either a soft gate (warning only) or a hard gate (blocks movement until conditions are met). Stage gates can require a field to be filled, a task to be completed, or a specific user to approve the transition.