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
- Name: required.
- Company and Contact: the account 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 to match your sales process.
- Plus your custom fields for opportunities.
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. The board can be filtered by Company and Contact, and every column has its own add button for creating a deal directly in that stage.
The record page
An opportunity's page links its company and contact, lists every visible field, and carries Tasks, Notes, and Activity log tabs. Tasks and notes can be created here pre-linked, or attached if they already exist.