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Opportunities represent pipeline work linked to customers. Use them for sales opportunities, service opportunities, or any workflow that moves through stages.

Configure stages

Go to Settings → Opportunity stages to manage pipelines and stages. You can:
  • Create pipelines.
  • Rename pipelines.
  • Delete pipelines.
  • Add stages.
  • Edit stage name, icon, and color.
  • Archive or unarchive stages.
  • Group stages as In progress or Done.

Work opportunities

The opportunities page supports table and board views. Use filters and display options to focus the list. Opportunity detail pages show:
  • Summary
  • Inline stage/pipeline fields
  • Custom properties
  • Linked tasks
  • Activity timeline
Screenshot placeholder: add the opportunity board and opportunity stages settings page.