Opportunities, forecasting, and quotes

An opportunity records a possible sale independently from the customer conversation. It carries the account, contact, service items, amount, owner, pipeline stage, next action, and lifecycle outcome.

Pipeline and list views

The Opportunities page opens in Pipeline view. Choose List beside the page heading to review opportunities across all workspace pipelines in a table. Each row shows the contact, account, pipeline and stage, value and currency, owner, next action, and last update. Click the opportunity name to open its detail page.

Search by contact name, account name, or phone number, then choose Search. Filter by pipeline, stage, open/won/lost status, or owner (including unassigned), and sort by creation or last-update time. Select a pipeline to filter its stages. Reset filters returns to all opportunities. Very broad searches may ask for a more specific name or phone number instead of showing incomplete results.

Results have 50 rows per page; use Previous and Next to browse. Filters apply to the full matching set, not just the current page. Use Refresh to retrieve recent changes.

Owners, Admins, and Managers can select individual rows or use the header checkbox to select the current page, then choose Delete selected. Review the names in the confirmation before choosing Delete opportunities. This uses the existing archive behavior: the selected opportunities leave active views, but their history is preserved. Contacts and accounts are not deleted. Agents cannot bulk delete.

Selection clears when you change filters, pages, views, or workspaces. Keep the page open while a batch runs. Successful deletions refresh the list without a success message. Failed rows stay selected and show a warning. Refresh to verify their current state before retrying. Deletions are processed individually, so a failure does not roll back other successful deletions.

Optional follow-up during creation

The initial follow-up is optional in opportunity creation from Opportunities, a contact, an account, or the Inbox. Leave both the follow-up due date and action note empty to create only the opportunity. To schedule a follow-up at the same time, complete both fields. You can add one later; the opportunity’s owner and other required sales details remain required. Missing next actions may still appear as risk indicators, but do not prevent creation.

For automatic creation after service confirmation, clear both first-action fields in Settings → Automation → Create an opportunity after service confirmation, then choose Save settings. This does not remove existing follow-ups.

Opportunity workspace

Custom pipeline stages are supported in the opportunity panel. The stage badge shows the configured name and color. The value summary uses neutral styling for open or unavailable stages, green for won stages, and red for lost stages; its color does not change the opportunity’s recorded outcome.

Use Overview for status, ownership, value, and the next action. Use Activity to review past stage and outcome changes. Use Related for customer records, services, quotes, and channel context.

Long activity histories scroll inside the Lifecycle history card, keeping its heading and the rest of the opportunity page in place. You can scroll with a mouse or touch, or focus the history area and use the keyboard.

Click any follow-up in Next actions, or the scheduled Next action summary at the top, to open its panel without leaving the opportunity. Edit its due date and time, activity type, priority, owner, follow-up note, and completion comment, then choose Save changes. Nothing is saved automatically. An assigned task must retain an owner; choose another active workspace teammate to reassign it.

For an open follow-up, choose Mark done or Cancel follow-up. You can include a completion comment with either action. Save other edits first; the panel stays open after saving so you can then change its status. Completed and cancelled follow-ups can be edited or reopened using Reopen follow-up. Closing or reopening refreshes the opportunity’s next-action summary and follow-up views.

Actions use the same workspace permissions as the Follow-ups page. The follow-up’s linked opportunity and audit history are not editable here. Failed saves keep your edits and show an error; opening the panel alone makes no changes.

Owners, Admins, and Managers can use Edit opportunity to change its linked account and contact, commercial value, currency before service items exist, discount, internal context, expected close date, and forecast category. A selected contact that already belongs to an account automatically uses that compatible account; Qonvera rejects mismatched account/contact combinations instead of creating ambiguous customer data.

The same panel contains Products and services. Add an active catalogue service, change its quantity or unit price, or remove it when the opportunity retains the required service setup. Qonvera recalculates the opportunity value. Later changes to your service catalogue do not change the name or price already saved on an opportunity.

Owners, Admins, and Managers can also reassign the owner and move the opportunity through permitted stages or pipelines. Agents can read opportunity details and continue their permitted daily work, but cannot edit the core opportunity record. No role can rewrite earlier stage changes, outcomes, or the original source of the opportunity.

Archive an opportunity

Owners, Admins, and Managers can choose Archive opportunity from the opportunity’s management controls. Archiving removes the opportunity from active lists, dashboards, pipeline totals, forecasts, and report rows. It does not permanently erase the record.

Qonvera keeps the opportunity’s saved services, follow-ups, stage changes, previous forecasts, and source history. Archiving does not erase these records. Agents cannot archive opportunities.

Forecast fields

Expected close date: when the opportunity is currently expected to close.
Forecast category: typically pipeline, best case, commit, or omitted depending on your process.
Probability or stage weight: used to calculate weighted value.
Forecast notes: evidence behind the current judgment.

Update the forecast when the expected close date, buyer commitment, or commercial value changes. The Dashboard and reporting views can compare pipeline, weighted, and commit values and measure forecast accuracy against actual outcomes.

Quotes

Create a quote from an opportunity so it uses the correct customer, saved services, currency, and amount. Track the quote’s status and keep the opportunity value consistent with the agreed offer.