Connect
See every deal, and what it will take to win it.
Manage opportunities on a drag-and-drop pipeline board with stage-weighted win probability, deal velocity and alerts for deals that have stalled.
- Visual pipeline board
- Weighted pipeline value
- Stalled-deal alerts
What you can do with Opportunities & Pipeline.
Track deals through each stage on a visual pipeline board.
Pipeline board
See every open opportunity by stage, from prospecting and qualification to proposal, negotiation, won and lost, and drag deals forward as they progress.
Win probability
Each stage carries a win percentage, so the pipeline shows a weighted, realistic value alongside the total.
Deal velocity
See how long deals spend in each stage and where they slow down.
Stalled deal alerts
Deals that sit too long in one stage are flagged on the dashboard so nothing quietly goes cold.
Multiple pipelines
Set up separate pipelines and stages for different products, teams or sales processes.
Guided selling
Stage-by-stage playbooks, battle cards and objection scripts help every salesperson take the right next step.
A pipeline you can actually rely on.
Weighted values, stage velocity and stalled-deal alerts give sales managers an honest view of what will close, and where to step in.
- Pipeline by stage on the dashboard
- Weighted value adjusted by win probability
- Opportunity-to-order conversion tracking
- Playbooks for consistent selling across the team
Opportunities & Pipeline, step by step.
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1
Create the opportunity
From a converted lead or directly on an account.
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2
Move it through stages
Drag the deal forward as you qualify, propose and negotiate.
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3
Quote and negotiate
Send quotations and track approvals from the opportunity.
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4
Win and hand over
Close the deal and turn the accepted quote into an order.
Opportunities & Pipeline questions, answered.
Can we change the pipeline stages?
Yes. Pipelines and stages are configurable, along with the win percentage for each stage.
What is the weighted pipeline value?
It is the value of each open deal multiplied by its stage win probability, added up. It gives a more realistic view than the total.
How are stalled deals spotted?
The dashboard lists opportunities that have stayed in one stage for a long time, with the number of days.
Explore other Connect modules.
Every module works on the same customer record, so sales, marketing and service see the whole story.
See Opportunities & Pipeline in action.
Book a free Connect demo and we will walk you through opportunities & pipeline using scenarios from your business.