CRM How To
How to Use CRM Opportunities & Pipelines
See Every Deal. Know the Next Step. Keep Opportunities Moving.
Your Opportunities Pipeline gives you a visual view of where every lead, client, and deal stands inside your CRM. Use it to quickly see what is new, what needs follow-up, what is moving forward, and what may be getting stuck.
Contacts tell you who someone is. Opportunities tell you where the business stands.
Training Video
What You’ll Learn
Understand Your Pipeline
See how opportunities are organized into stages so you always know where a lead or deal stands.
Move Opportunities Forward
Learn how to move an opportunity from one stage to the next as the relationship progresses.
Keep Important Details Together
Use the opportunity record to track value, status, contact information, and deal-related activity.
Find What Needs Attention
Quickly identify opportunities that need follow-up, action, or a next step.
If There Is Potential Business, There Should Be an Opportunity
Your contact record stores the relationship. Your opportunity tracks the potential deal and where it is in your sales process. Keeping opportunities updated makes your pipeline useful for follow-up, reporting, automation, and AI.
Do not create multiple unnecessary opportunities for the same deal. Keep the active opportunity accurate and move it forward as the situation changes.