What Are Opportunities?
Opportunities represent potential revenue — deals you’re working to close. Each opportunity has a monetary value, an expected close date, and a pipeline stage. Together, your open opportunities make up your sales pipeline.
Opportunities are linked to an Account and can be associated with one or more Contacts at that account. When you send a Proposal, it’s typically tied to an opportunity.
Pipeline Stages
Opportunities move through a defined set of stages as they progress toward a decision:
| Stage | Meaning |
|---|
| Prospecting | Initial identification, no conversation yet |
| Qualification | Confirming budget, authority, need, and timeline |
| Needs Analysis | Deep discovery — understanding the problem |
| Proposal | A proposal or quote has been sent |
| Negotiation | Discussing terms and pricing |
| Closed Won | Deal signed and won |
| Closed Lost | Deal did not close |
Use automations to automatically advance stages based on activity. For example, when a proposal is marked as accepted, automatically move the linked opportunity to Closed Won.
Creating Opportunities
Click New Opportunity from the Opportunities list or from within an Account or Contact record.
| Field | Description |
|---|
| Opportunity Name | A descriptive name for the deal (e.g., “Acme Corp — Enterprise License”) |
| Account | The company this deal is with |
| Value | Expected deal value in your workspace currency |
| Stage | Current pipeline stage |
| Close Date | Expected close date |
| Probability | % likelihood of closing (can be set manually or by stage) |
| Assigned To | The owning sales rep |
| Contacts | People at the account involved in this deal |
| Source | How this opportunity originated |
| Description | Deal notes and context |
Pipeline View
Switch between List View and Kanban View from the top of the Opportunities page.
Kanban View shows a board with one column per pipeline stage. Each card displays the opportunity name, value, close date, and assigned user. Drag cards between columns to update the stage.
List View is a table-based view that’s better for sorting, filtering, and bulk actions.
Opportunity Detail Page
- Header — Name, account link, value, stage, close date, probability.
- Contacts — People linked to this deal.
- Proposals — Proposals sent as part of this opportunity, with statuses.
- Activity Timeline — All emails, calls, notes, and stage changes in chronological order.
- Tasks — To-dos linked to this deal.
- Notes — Internal notes for the team.
Closing a Deal
When a deal is won or lost:
- Open the opportunity and change the stage to Closed Won or Closed Lost.
- For Closed Lost, you’ll be prompted to enter a Loss Reason (e.g., price, competition, no budget, timing).
- The opportunity is moved out of your active pipeline but remains in the system for historical reporting.
Closed opportunities are included in AI analytics. You can ask Parsa AI “What were our most common loss reasons last quarter?” to identify patterns.
Pipeline Analytics
Use the AI chat or Reports section to analyze your pipeline:
- Total pipeline value by stage
- Win rate by rep or source
- Average deal size and sales cycle length
- Deals closing this month or quarter
