OPPORTUNITIES

Track deals in your sales pipeline — from prospecting to closed won — with full history, linked contacts, and pipeline analytics.

Overview

## 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.

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Pipeline

## 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.

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Data Entry

## 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 |

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Relationships

## Linking Contacts to Opportunities

Multiple contacts can be linked to a single opportunity. For example, a deal might involve a champion, a technical evaluator, and a budget approver — all as separate contacts under the same account. From the opportunity detail page, click **Add Contact** in the Contacts section and search for contacts already linked to the account.

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Views

## 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.

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Record View

## 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.

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Outcome Tracking

## Closing a Deal

When a deal is won or lost: 1. Open the opportunity and change the stage to **Closed Won** or **Closed Lost**. 2. For **Closed Lost**, you'll be prompted to enter a **Loss Reason** (e.g., price, competition, no budget, timing). 3. 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.

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Analytics

## 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