Opportunities
An opportunity is a specific deal you're actively working with a customer — a defined value, an expected close date, and a stage in your sales pipeline. Unlike a lead, an opportunity assumes the relationship is real; you're now negotiating, scoping, or closing.
Each opportunity belongs to a customer. You can have many opportunities against the same customer over time — for example, a new contract every renewal cycle, or separate deals for different products. The customer record is the long-lived entity; opportunities come and go.
Opportunities move through stages — your sales pipeline — until they either close as won or close as lost. The forecast and reporting views in DealJourney aggregate across stages so you can see the health of the pipeline at a glance: total value by stage, conversion rates, average time to close, and so on.
When you close an opportunity as won, that's where the real customer relationship begins: invoices, subscriptions, and ongoing account-management activities flow from won opportunities. Marking won and lost outcomes accurately is what gives the reports any signal at all, so it's worth being disciplined about it.
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Create an opportunity
Open a new deal and give it the value, date and owner it needs to be forecastable
Search, filter, and save opportunity views
Switch between board and list, then narrow the pipeline to the deals you care about
Move an opportunity to another stage
Drag a deal forward or back a stage, and what happens when a stage has rules on it
Mark an opportunity as won
Close a deal as won so your forecast and revenue reports reflect reality
Edit an opportunity
Change a deal's value, close date, owner or stage after it has been created
Add products to an opportunity
Turn a deal from a single number into a real quote by adding priced product lines
Link a customer and contact to an opportunity
Point a deal at the company buying and the person you actually talk to