Before you begin
An opportunity represents a potential sale to a customer, with an expected value and a route through pipeline stages. You can add product or service lines, assign an owner, record activities, and retain a change history until the deal is won or lost.
Information
Opportunities requires the CRM module and permission. Creating an invoice from a won opportunity also requires Invoicing and permission to create invoices.
Configure stages and closing reasons
In Opportunity stages, order the pipeline and set each stage's probability and, when needed, the number of days after which a deal is considered stalled.
Use Closing factors to create a concise, comparable set of won and lost reasons. Periodically review values the team does not use.
Use CRM custom fields for additional information and CRM automations for actions triggered by stage or closing changes.
Warning
Reordering or redefining stages changes how the existing pipeline is interpreted. Align the sales team first, then review open opportunities after the change.
Result
You can confirm the result on the settings page, in the list, or in the status described in the steps above.
Common problems
If an option does not appear, check the enabled module, the specific permission, and the record scope. If the configuration is correct and the problem continues, keep the message shown and contact support.