Understanding Opportunities and Pipelines
Understand the difference between a Contact and an Opportunity, and how the Pipeline board visualizes your sales process.
For: All Users
Time: 5 minutes
Instructions
1
Contacts vs. Opportunities
A Contact is a person. An Opportunity is a potential deal or sale associated with that person. One contact can have multiple opportunities over time.
2
Navigate to Opportunities
Click "Opportunities" in the left-hand menu to view your Pipeline board.
[SCREENSHOT NEEDED: Opportunities menu item]
3
The Pipeline Board
The board is organized into columns called Stages (e.g., "New Lead", "Appointment Booked", "Proposal Sent"). Each card on the board represents one Opportunity.
[SCREENSHOT NEEDED: Pipeline board showing multiple stages and cards]
4
Opportunity Cards
Each card shows the contact's name, the value of the deal, the assigned owner, and any overdue tasks. Clicking the card opens the details.
What Success Looks Like
- You can locate the Opportunities board.
- You understand how to read the stages.
Last updated: 10/1/2026