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
- Undelivered email warnings when mail to the contact never arrived
Undelivered email
If an email to this opportunity's contact was not delivered, a red warning appears at the top of the opportunity, naming the messages that failed. Without it a quote that never left the building looks exactly like one waiting for a reply.
The warning follows the contact's email address, not just this opportunity's own records, so it also catches mail that failed while the person was still a lead or a brochure request, before the opportunity existed. The Communications panel lower down the page lists the full history, with a red Failed badge on each one.
The same warning appears as a small red mail icon next to the contact on the pipeline board and in the opportunities and leads tables, and as a banner on lead and customer pages.
The icon appears only while the contact is still unreachable; that is, nothing has successfully reached them since the failure. A failure that a later email already got past is not flagged, so the icon stays rare enough to be worth reacting to.
Seeing a warning does not mean the message can simply be sent again. Check Sent Mail for what the failure means and whether resending will help: a permissions problem, for instance, will keep failing until it is fixed.