Opportunities

Kanban
Table
Dashboard
▼ Filters

Drag an opportunity card from one stage column to another to update its stage. Closed Lost will prompt for a Lost Reason.

New Opportunity

Opportunity Information
Required — give this opportunity a name.
Required — pick where this opportunity came from.
Required — pick the channel.
Deal Details
Required — when do you expect to close?
Estimated Value
Internet MRR * /mo
Required.
Voice MRR * /mo
Required.
Mobile MRR * /mo
Required.
$0
New MRR /mo — auto
One-off Revenue
Manual — optional
Reduction MRR /mo
Manual — for upgrades/replacements
$0
Incremental MRR /mo — auto
Contact Information
Required — first name.
Required — last name.

Reassign Opportunities

Log Call

📋 Ready for Onboarding

The Onboarding team needs this opportunity's details to set up the customer in Salesforce.

  1. Click Copy Onboarding Details below.
  2. Click the form link to open the Onboarding form.
  3. Paste the copied details into the form's details box.
🔗 Broadband, Reach, & Mobile Sales Checklist — Ready for Onboarding ↗

Why was this opportunity lost?

Closing an opportunity as Lost requires a reason + the stage at which it effectively died, so Sales Ops can track loss patterns by stage.

Why is this opportunity on hold?

On Hold is for genuine externally-driven pauses (budget freeze, leadership change, defined reactivation date). Both fields required.

Decision Pending — record your win probability

The customer has confirmed an active evaluation with a timeline. Capture your honest win % + a one-line justification you'd defend to the leadership team.

Import Opportunities from Salesforce

Drop the unmodified Salesforce report — the importer reads only the columns it needs and ignores the rest. Re-running the same file is safe (rows match by Salesforce Opportunity Id).