Opportunity records - Relaticle  

 [Records](https://relaticle.com/help/records)

 Opportunity records 
=====================

Deals with an amount, close date, and stage, linked to a company and a person, in a list or on the board.

 Updated November 8, 2026

An opportunity is a deal in progress: what it's worth, when it should close, which stage it's in, and who it's with. Opportunities are the records behind your pipeline board.

[](#the-fields "Permalink")The fields
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- **Name**: required.
- **Company** and **Point of Contact**: the company and the person you're working with, both linked on the record page.
- **Amount**: the deal's value, shown as a badge on board cards.
- **Close Date**: drives the board's "Closes Today" / "Overdue" badges.
- **Stage**: a select whose options *are* your pipeline; [rename or reorder the stages](/help/custom-fields/edit-the-options-in-a-select-field)to match your sales process.
- Plus your custom fields for opportunities.

[](#list-and-board "Permalink")List and board
---------------------------------------------

The **Opportunities** page has a **List / Board** switcher next to the heading. The list is the full sortable table; the board groups deals into a column per stage, and dragging a card is how you [move a deal forward](/help/getting-started/track-a-deal-through-the-pipeline). The board can be filtered by **Company** and **Point of Contact**, and every column has its own add button for creating a deal directly in that stage. Hover a card and click its preview button to open the deal in a side panel without leaving the board. In the list, the same button sits beside the name, and **Open preview** is in the row menu.

[](#the-record-page "Permalink")The record page
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An opportunity's page links its company and point of contact and lists every visible field. It opens on **Overview**: the stage, amount, and close date up top, then the latest activity, notes, and open tasks. **Activity**, **Tasks**, and **Notes** tabs follow. Tasks and notes can be created here pre-linked, or attached if they already exist.

With email and calendar sync on, **Emails** and **Meetings** tabs appear here too.

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