Sales opportunities (deals) are potential transactions with clients. They allow you to track the sales process from the first contact to closure.
Name
The name of the sales opportunity — a brief description of the transaction (e.g. “Implementation of CRM for ABC sp. z o.o.”).
Description
Detailed description of the opportunity — scope, notes, conditions.
Responsible
The person from the team responsible for managing this sales opportunity.
Task
Related task in the Tasks module. Allows you to link the opportunity with specific actions to be taken.
Client
The client (company) with whom the transaction is being negotiated.
Status
Stage of the sales process (e.g. New, In Progress, Won, Lost). Statuses are defined in the CRM settings.
Contact
The contact person on the client’s side with whom discussions are being held.
Next Opportunity
Related sales opportunity — e.g. continuation or next stage of cooperation.
Closed
Indication of whether the opportunity is closed (won or lost). Closed opportunities do not appear in the active pipeline.
Department
The department of the company responsible for this sales opportunity.
Date
Main date of the sales opportunity (e.g. planned closing date).
Date From
Start date of the period to which the opportunity pertains (e.g. start of the contract).
Date To
End date of the period to which the opportunity pertains (e.g. end of the contract).
Time From
Start time (for meetings or events related to the opportunity).
Time To
End time.
Net Amount
Net value of the transaction (excluding tax).
Tax
VAT rate for the transaction.
Gross Amount
Gross value of the transaction (including tax). It can be calculated automatically based on the net amount and tax rate.
Currency
The currency in which the transaction value is expressed (e.g. PLN, EUR, USD).
Invoice Number
The invoice number associated with this sales opportunity. Useful after closing the transaction.
URL
Link to additional materials — offer, contract, presentation.
Source
Where the sales opportunity comes from (e.g. contact form, referral, trade fair, cold call).
External ID
Identifier of the opportunity in an external system (e.g. ERP, Fakturownia). Used in integrations.
Number
Sequential number of the sales opportunity. Generated automatically or assigned manually.