Managing Opportunities
Opportunities (also called deals) are the core of your sales process in SalesOS. Each opportunity represents a potential sale with an associated value, close date, and probability of winning.
Opportunity Detail View
When you click a deal card in the pipeline or open an opportunity from the list, you see the full detail view:
Key Fields
| Field | Description |
|---|
| Name | The opportunity name (usually the company or project name) |
| Value | The monetary value of the deal |
| Stage | Current pipeline stage |
| Probability | Likelihood of closing (auto-set by stage, editable) |
| Expected close date | When you expect the deal to close |
| Owner | The sales rep responsible for this deal |
| Contact | Primary contact person |
| Company | Associated company |
| Source | Where the opportunity originated |
| Priority | High, Medium, or Low |
Stage Probabilities
Each pipeline stage has a default probability that reflects how likely a deal in that stage is to close:
| Stage | Default Probability |
|---|
| Prospecting | 10% |
| Qualification | 25% |
| Proposal | 50% |
| Negotiation | 75% |
| Closed Won | 100% |
| Closed Lost | 0% |
You can override the default probability on individual deals. This is useful when a deal is progressing faster or slower than typical for its stage.
Revenue Forecasting
SalesOS calculates revenue forecasts based on your open deals:
- Best case — Sum of all open deal values
- Weighted forecast — Sum of (deal value x probability) for all open deals
- Committed — Value of deals in Negotiation stage or later
- Closed — Value of deals already marked as Closed Won
Forecast by Period
Use the period selector to view forecasts for:
- Current month
- Current quarter
- Current year
- Custom date range
The forecast view shows a bar chart comparing your target (if set by your admin) against your weighted and committed pipeline.
Managing Opportunity Activities
Notes
Add notes to document conversations, decisions, and next steps. Notes are timestamped and attributed to the author.
Tasks
Create tasks associated with an opportunity:
- Open the opportunity
- Click the Tasks tab
- Click + Add Task
- Set the task title, due date, and assignee
- Tasks appear in your dashboard and send reminders when due
File Attachments
Attach files to any opportunity:
- Proposals and quotes
- Contracts
- Presentations
- Meeting recordings
- Any relevant documents
The maximum file size is 50MB per attachment. Supported formats include PDF, DOCX, XLSX, PPTX, PNG, JPG, and MP4.
History Timeline
The timeline tab shows a complete audit trail of every change made to the opportunity:
- Stage changes (with who moved it and when)
- Value changes
- Field updates
- Notes added
- Files attached
- Tasks created and completed
Closing Deals
Closing Won
When you successfully close a deal:
- Move the card to Closed Won (drag and drop or use the stage dropdown)
- Confirm the final deal value
- Optionally add a closing note
- SalesOS awards gamification points based on the deal value
Closing Lost
When a deal does not proceed:
- Move the card to Closed Lost
- Select a loss reason from the dropdown (configured by your admin):
- Lost to competitor
- No budget
- No decision made
- Timing not right
- Product fit issues
- Other
- Add a note explaining what happened
Always record a loss reason when closing a deal as lost. This data is critical for understanding patterns and improving your sales process over time.
Reopening Deals
If circumstances change, you can reopen a closed deal:
- Open the closed opportunity
- Click Reopen Deal
- Select the stage to return it to
- The deal reappears on the pipeline board
Bulk Operations
From the opportunity list view, you can perform bulk actions:
- Reassign — Transfer selected deals to a different sales rep
- Update stage — Move multiple deals to a new stage
- Add tags — Apply tags to selected deals
- Export — Download selected deals as CSV
Select multiple deals using the checkboxes, then choose the action from the bulk actions menu.
Next Steps
