Opportunities

What's included

About this module

Every sales team needs to know where deals stand, what's blocking them, and what's closing this quarter. Opportunities gives you a kanban-style pipeline with configurable stages, deal values, and close dates — plus a timeline view for managers who need the whole picture at once.

Because it's built into the same platform as quotes, contracts, and commissions, there's no syncing required. A deal created here links to the quote you built and the contract the customer signed — close the loop without touching three different tools.

Drop a quote on a deal — the one that came in from the distributor or the one you send the customer — and it reads itself onto the record, on the correct side of the money. Cost and revenue stay separate, so gross profit is a real margin instead of a guess, and the module tells you when a deal only has half its numbers. The same scan finds the OEM and distributor reps for that territory in your contacts and reminds you to ask them about preferred pricing while it still matters.

What you can do with it

• Run your entire sales pipeline for a federal territory with stage-gated deal progression

• Automatically surface at-risk deals that haven't had activity in more than 14 days

• Scan a distributor quote and the customer quote onto the same deal to track true gross profit

• Surface the OEM and distributor reps for a deal so the preferred-pricing conversation happens early

• Link a quote and contract to an opportunity so the deal record is always complete

• Share deal visibility with a channel partner without giving them full CRM access