How opportunities work
Opportunities move through pipeline stages:- Create an opportunity — Link it to a prospect or client household
- Assign a pipeline stage — Place it where the deal currently stands
- Track progress — Drag the card between stages as the deal advances
- Close the deal — Move to Closed won or Closed lost
Pipelines
Pipelines organize your opportunities into stages that reflect your sales process. You can create multiple pipelines scoped to a specific household type or open to both.| Household type | Purpose | Links to |
|---|---|---|
| Prospect | New client acquisition | Prospect households |
| Client | Expansion with existing clients | Client households |
| Both | General-purpose pipeline | Any household |
Stages
Stages represent steps in your sales process. Each pipeline comes with default stages based on its household type. Prospect pipeline defaults:- Identified, Connected, Meeting scheduled, Qualified, Closed won, Closed lost, Archived
- Identified, In-progress, Reviewing, Closed won, Closed lost, Archived
- Identified, Qualified, Reviewing, Closed won, Closed lost, Archived
Opportunity attributes
Each opportunity tracks:| Attribute | Description |
|---|---|
| Name | Descriptive title for this deal |
| Value | Expected deal amount in dollars |
| Probability | Likelihood of winning (0—100%) |
| Target close date | When you expect to close |
| Stage | Current position in the pipeline |
| Owner | Team member responsible |
| Household | Linked prospect or client |
| Label | Color-coded category tag |
| Description | Rich text notes about the deal |
| Custom fields | Additional data fields configured in settings |
The pipeline view
The Opportunities page shows a kanban-style board:- Columns represent visible pipeline stages
- Cards represent individual opportunities
- Drag and drop moves opportunities between stages
- Hidden stages appear as drop targets at the bottom of the board when you drag a card
View modes
Toggle between two card display modes using the icons in the filter bar:- Compact — Shows name, value, household, and target close date
- Full — Shows all fields with inline editing
Totals
The top-right corner displays Total and Weighted pipeline values. Use the Sum by dropdown to switch between summing by opportunity value (AUM) or any summable custom field.Filtering
Filter opportunities by household, owner, label, value, close date, and custom fields using the filter bar above the board.Linking to households
Opportunities can be linked to a household. If the pipeline has a household type set, the linked household must match:- Prospect pipelines require a prospect household
- Client pipelines require a client household
- Both/general pipelines accept any household
Comments
Each opportunity card has a comment thread. Click the comment icon at the bottom of a card to open the comment slideover.Workflows
Opportunities integrate with the workflow automation system. Available actions include:- Move to stage — Automatically move an opportunity to a specific stage
- Add comment — Post a comment on an opportunity
Next steps
Create an opportunity
Add a new deal to your pipeline
Pipelines
Configure and manage pipelines
Tracking value
Track deal value and weighted pipeline