What are Opportunities, the Opportunity Pipeline and Projects?

opportunities pipeline projects

You can think of Opportunities as prospective sales. For example, if you’re a recruitment company and you’re pitching hiring services to a potential client, you can log this under opportunities.

Tip: You would also add a record for the prospect under Companies.

The Opportunity Pipeline is designed to make it easy for you to track how close you are to closing on an opportunity. You can drag opportunities down the pipeline from the early exploratory stages to negotiating a deal and resolving any client objections. When you close, simply click “Opportunity won” on the sales pipeline, and the opportunity will become…

Projects! This is where opportunities go once you’ve closed on a deal. You can then view it in the ”Projects” list and record activity as you track it through to completion.