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New Opportunity / Edit Opportunity

New Opportunity

Create or edit an opportunity. An opportunity is a qualified lead that is being actively pursued through the sales pipeline.

Contact Information

  • Opportunity Name (required) — Descriptive title for this opportunity
  • Organization — Company name
  • Email / Phone / Mobile / Website — Contact details

Address

  • Address, City, State/Province, Country, Postal Code

Pipeline Details

  • Sales Stage (required) — Current pipeline stage (e.g., New → Qualification → Proposal → Negotiation → Won). Stages are configured in Pipeline Stages. Probability is automatically set when the stage changes.
  • Lead Source — Origin of this opportunity
  • Priority — Normal, Low, Medium, or High
  • Sales Team — Assigned sales team
  • Assigned To — Individual salesperson responsible
  • Expected Revenue (required) — Estimated deal value
  • Expected Close Date — Projected date the deal will close
  • Linked Customer — Optionally link to an existing customer record
  • Tags — Classification tags

Win/Loss Workflow

For open opportunities (not yet Won or Lost), the following actions are available:

Mark as Won

  • Won Customer (required) — Select or create the customer this opportunity converts to
  • Calls mark_opportunity_won() which sets the stage to Won (100% probability)
  • Records the win date and links the customer ID

Mark as Lost

  • Lost Reason — Select from configured reasons (see Lost Reasons)
  • Loss Notes — Additional notes about why the deal was lost
  • Records the lost date and reason

Communication Log and Activity Log

Same as Lead Entry — shows the 20 most recent communications and activities for existing opportunities.

Status Display

A status bar at the top shows:

  • Current stage name
  • Probability bar (visual percentage)
  • Priority badge

See Also