Opportunities are how the CRM tracks deals you can win or lose. One opportunity per buying motion — not one per quote.
Steps
- From an account page, click New opportunity.
- Give it a name. Convention:
Account — Product / Motion. - Pick a stage from your tenant’s configured stage list.
- Set an amount and a currency (AUD is the default).
- Set an expected close date.
- Set commit / likely / best — see Setting your commit for how to think about the three bands.
- Save.
What happens next
The opportunity appears in the forecast roll-up, on the account page, and in the activity feed. The deal-risk-flagger agent starts watching for cadence, MEDDPICC, and stage-age signals. The AI-insights accordion starts empty and fills as activities land.
The AI-insights block is collapsed by default. Open it to see what the agents have inferred — and use “show source” to check the evidence.