Alpha Opportunities
Sales pipeline management with stage tracking from initial contact through completion
Opportunities
Opportunities represent potential deals in your sales pipeline. Each opportunity tracks a customer engagement from first discussion through to completion or loss.
Opportunity Lifecycle
stateDiagram-v2
[*] --> NEW
NEW --> IN_DISCUSSION
IN_DISCUSSION --> PROPOSAL_SENT
PROPOSAL_SENT --> ACCEPTED
ACCEPTED --> IN_EXECUTION
IN_EXECUTION --> COMPLETED
COMPLETED --> [*]
NEW --> LOST
IN_DISCUSSION --> LOST
PROPOSAL_SENT --> LOST
ACCEPTED --> LOST
LOST --> [*]Status Definitions
| Status | Description |
|---|---|
| NEW | Opportunity just created, not yet contacted |
| IN_DISCUSSION | Active conversations with the customer |
| PROPOSAL_SENT | A formal proposal or quote has been sent |
| ACCEPTED | Customer accepted the proposal |
| IN_EXECUTION | Work is actively being carried out |
| COMPLETED | Deal successfully finished |
| LOST | Opportunity did not convert (can happen from any active stage) |
Key Features
- Pipeline board with drag-and-drop status transitions
- Deal value tracking with expected close dates
- Payment schedules for milestone-based billing
- Change orders for scope modifications after acceptance
- Questionnaires for structured information gathering
- Linked records connecting to orders, invoices, and estimates