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
The diagram shows the typical progression -- status transitions are not enforced, so an opportunity can be moved to any status at any time.
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 |
| PLANNED | Work has been scheduled (team and planning blocks assigned) |
| IN_EXECUTION | Work is actively being carried out |
| DELIVERED | Work has been handed over to the customer |
| COMPLETED | Deal successfully finished |
| LOST | Opportunity did not convert (can happen from any active stage) |
Key Features
- Pipeline board showing active opportunities grouped by stage
- 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