Opportunity records - Relaticle  

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

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

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

 Updated August 13, 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
-------------------------------------

- **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](/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 **Contact**, and every column has its own add button for creating a deal directly in that stage.

[](#the-record-page "Permalink")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.

 [  Edit this page on GitHub ](https://github.com/Relaticle/relaticle/edit/main/packages/Documentation/resources/content/help/records/opportunity-records.md) [  Ask a question in Discord ](https://relaticle.com/discord)