Opportunity Management – Feature Guide
New UpdateTrack and manage every sales deal from qualification to close with a visual pipeline.
LeadFlow Pro Opportunity Management.
Opportunities represent potential sales in your pipeline. The Opportunity Management module gives your sales team a structured way to track deals, forecast revenue, and move prospects through every stage — from first contact to closed won.
- For lead capture before opportunities, see Lead Management Feature Guide.
- For task automation on deals, see Task Management Feature Guide.
Note: Opportunities are created by converting a qualified lead. You cannot create a standalone opportunity without a linked lead or contact record.
1. What is an Opportunity?
An Opportunity (also called a Deal) is a sales record that tracks a potential purchase by a specific customer. It contains all the information your sales rep needs to close the deal — value, expected close date, stage, and full interaction history.
Every opportunity moves through a series of pipeline stages that reflect your sales process. The stage determines the deal's probability of closing, which feeds directly into your revenue forecast.
- Deal Name – A descriptive name for the opportunity (e.g. 'Acme Corp — Enterprise Plan').
- Deal Value – The estimated revenue from this deal. Used for pipeline reporting and forecasting.
- Expected Close Date – The date by which you expect the deal to be won or lost.
- Pipeline Stage – The current position of the deal in your sales process.
- Assigned Rep – The sales representative responsible for closing this deal.
2. Creating an Opportunity
Opportunities are typically created by converting a qualified lead. This links the lead's contact details, activity history, and source information directly to the new deal.
To create an opportunity: open a lead record → click 'Convert to Opportunity' → fill in the deal name, value, expected close date → assign to a rep → Save.
- From a Lead – Open the lead, click 'Convert to Opportunity'. The lead remains linked and visible in the deal timeline.
- Manually – Go to Sales > Opportunities > Create Opportunity. You'll need to link an existing contact or create one inline.
- Via API – POST to /v2/opportunities with the required fields. Useful for creating deals from external systems.
- Via Automation – Use FloStack to automatically create an opportunity when a lead meets a specific score or form submission condition.
3. Managing Your Pipeline
The pipeline view gives you a visual Kanban board of all open deals organized by stage. Drag and drop deals between stages or update the stage from within the deal record.
Use the List view for bulk actions — update multiple deals at once, export data, or apply filters to focus on specific reps, territories, or products.
- Kanban Board – Visual drag-and-drop pipeline. See deal count and total value per stage at a glance.
- List View – Tabular format with sortable columns. Best for bulk editing and data export.
- Filters – Filter by rep, team, close date, deal value range, or any custom field.
- Stage Gates – Configure required fields that must be filled before a deal can advance to the next stage.
4. Revenue Forecasting
LeadFlow Pro automatically calculates a weighted revenue forecast based on the deal value and the win probability assigned to each pipeline stage.
Access the Forecast Report from Sales > Reports > Revenue Forecast. You can view forecasts by rep, team, or time period.
Note: Forecasts are only as accurate as your pipeline hygiene. Encourage reps to keep close dates and deal values updated weekly.
- Weighted Forecast – Deal Value × Stage Probability. E.g. a $10,000 deal at 60% probability = $6,000 weighted forecast.
- Committed Forecast – Deals the rep manually marks as 'Committed' regardless of stage probability.
- Best Case – Includes committed plus all open deals at stages above a threshold probability.
- Forecast by Period – Filter forecast by weekly, monthly, or quarterly close date ranges.