Track an opportunity

Who it’s for: Salespeople and managers
Where: Sidebar → Opportunities
Before you start: Your role can read or update customers and opportunities. To create a deal from a lead, open a lead at Qualified Handoff that is linked to a business and choose Promote to deal.

Steps

1. Open Opportunities and choose a view such as Open, Gone quiet, Mine, or Won this month.
2. Search for the deal and open it.
3. Review its stage, owner, Value, Recurring amount and Expected close date. Update the fields you are responsible for.
4. Record an activity under History and provide the Next step and By date when needed.
5. Move the deal to the appropriate stage. For a loss, record Why did we lose it? so the outcome is useful later.

You’ll know it worked when…

The deal retains its changes when reopened and shows the activity and next step.

Notes & limits

• Opportunity stages are workspace-configured and differ from the lead calling board.
• A recorded deal value is not a payment or bank receipt.
• If a save conflicts with another edit, reopen the record, review the latest values and retry.