Opportunities: your deal pipelines

Opportunities is where your deal pipelines live — Kanban boards that track each potential deal from first contact through to Won or Lost. It sits alongside your Leads list: a lead is someone you're working, an opportunity is the deal itself, with a dollar value and a stage on a board.

Turning it on

Opportunities is an early-access feature. If you open Opportunities in the left sidebar and see a "not available yet" message, contact us for early access and we'll switch it on for your account.

Pipelines — you can have more than one

Every account starts with a default Sales Pipeline, and you can add more — for example one board for your seller side and another for your buyer side. The pipeline switcher above the board flips between them; each pipeline has its own stages and its own cards.

Creating a pipeline

Owners and admins click + New pipeline and pick a starting point:

• Acquisition Pipeline — the seller side: New Lead → Contacted → Appointment → Offer Made → Under Contract → Closed / Dead
• Disposition Pipeline — the buyer side: New Deal → Comping → Marketing → Buyer Interest → Assigned → Closed / Fell Through
• Buyer Pipeline — onboard cash buyers: New Buyer → Qualifying → Proof of Funds → Active → VIP
• Blank pipeline — start from scratch and build your own stages

Templates are just starting points — rename anything after creating it.

Customizing a pipeline

Click Manage to rename the pipeline or its stages, reorder stages, and add or remove them (2 to 12 per pipeline). Renaming or reordering a stage never loses cards — they stay right where they are. If you remove a stage that still has cards, those cards move to the first stage so nothing disappears. Pipelines that still hold opportunities can't be deleted (the default pipeline never can).

What's on a card

Each opportunity links to a contact and shows, at a glance:

• A colored dot for its status — blue while it's open, teal once it's won, gray if it's lost
• A title (for example, the seller's name and property address)
• The property address on two lines, so long addresses read in full
• A $ value — the deal size; each column shows the total value of its open deals
• A meta line with where the deal came from and how long it's been sitting in its current stage — this "stage age" is color-coded so cold deals stand out: gray for the first 3 days, amber at 4–7 days, and red once a deal has been parked in a stage for more than a week. (Only open deals age — won and lost cards don't.)
• Call and Text shortcuts right on the card, so you can reach the contact without leaving the board
• A Won / Lost outcome. Won and lost deals stay on the board with a badge; only open deals count toward column totals.

Moving a card through the stages

Drag a card to any stage to move it — grab it and drop it on another column, and the board updates right away. Prefer the keyboard, or on a touch device? Open the card's ⋯ menu and choose Move to a stage instead — same result. The ⋯ menu is also where you mark a deal won or lost (or reopen it if things change) and delete it. Moving a deal to a new stage can also kick off a workflow (see below).

From a won deal to a deal room

When you mark an opportunity Won, the card grows a Create deal room → link. Click it and the new-deal-room form opens pre-filled from the opportunity's linked lead (address and lead pre-selected); the deal room you create is linked back to the opportunity, so the card shows View deal room from then on. That's the hand-off: pipelines track the relationship, deal rooms run the property.

Creating an opportunity

Three ways:

1. 1From the Opportunities page — click New opportunity, pick the contact, give it a title and (optionally) a value, and choose the pipeline + stage it starts in.
2. 2From a lead — open the lead and click Add to pipeline (also available as Create opportunity in the Inbox side panel). With more than one pipeline, the button becomes a picker so you choose which one; otherwise it goes to your default pipeline's first stage. (The lead needs to be saved as a contact first; if it isn't, the button will tell you.)
3. 3From a buyer — open a buyer's row menu on the Buyers page and choose Add to pipeline. We create a contact for the buyer if they don't have one, then open an opportunity in your Buyer Pipeline (if you've created one from the template) or your default pipeline.

Pipeline numbers

The board shows a summary for the pipeline you're viewing — open deals and their total value, won deals and revenue, and your win rate. The Analytics page has a Deal pipelines section with the same numbers plus an open-deals-by-stage breakdown for every pipeline.

Opportunities and Workflows

Opportunities and Workflows work together. Moving an opportunity to a new stage can kick off a workflow — for example, moving a deal to "Under Contract" could text the seller a next-steps message and create a task for your closer. Set that up with an "Opportunity stage changed" trigger in Workflows, and use the "Create opportunity" / "Update opportunity stage" steps to drive the board from your automations. (See the Workflows help article.)