Track opportunities from first contact to sale

Create an opportunity

1. Open Pipeline and select New opportunity.
2. Add a clear title, choose an owner and sales stage, and link the relevant contact or customer.
3. Select related products or services, add an estimated value if useful, and set the next follow-up.
4. Save and update the opportunity as the conversation progresses. You can link a related email conversation where available.

Keep your team focused

Use Overview for a summary, Outreach for prospect work, Opportunities for the board or list, Follow-ups for opportunity follow-ups, and Reminders for date-based customer reminders. Owners and admins can select Pipeline stages to rename stages for the team.

When you mark a sale Won, choose the teammate who will handle delivery or service. Sales progress and ticket status stay separate, so customer support can continue.

Free includes 20 active opportunities. Won and Lost opportunities free a slot. Paid plans have no separate active opportunity cap. The pipeline is designed for sales; dedicated recruitment features are not currently included.