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Opportunity Detail Page

The opportunity detail page is a comprehensive hub for managing a deal. It brings together all the information, relationships, financials, and history you need to drive the deal to a successful close.

Opportunity Detail Layout​

The header section displays:

  • Opportunity Name — displayed prominently
  • Amount — the deal's monetary value
  • Stage Bar — visual progress through pipeline stages (similar to leads)
  • Close Date — expected closing date
  • Probability — win likelihood percentage
  • Account — linked organization
  • Owner — assigned sales rep
  • Action buttons — Edit, Close Won, Close Lost, Delete

Screenshot: Opportunity detail page header showing name, amount, stage bar, and close date

Tabs​

The opportunity detail page has 13 tabs covering every aspect of deal management:

Details​

All standard and custom fields for the opportunity, organized into collapsible field groups. View and edit deal information, qualification criteria, and custom attributes.

Contact Roles​

Manage the stakeholders involved in this deal. Each contact is assigned a role (Decision Maker, Influencer, Champion, etc.).

To add a contact role:

  1. Click Add Contact Role.
  2. Search for a contact or create a new one.
  3. Select the role from the dropdown.
  4. Optionally mark as primary contact.
  5. Click Save.

Screenshot: Contact Roles tab showing stakeholders with their roles and a primary contact marked

tip

Ensure every opportunity has at least a Decision Maker and a Champion identified. Deals without clear stakeholder roles are statistically less likely to close.

Products​

Line items for this opportunity — the products and services being sold.

To add a product:

  1. Click Add Product.
  2. Search for a product from your catalog.
  3. Enter quantity, unit price, and any discount.
  4. The line total calculates automatically.
  5. Click Save.

The total of all line items can auto-update the opportunity amount.

Proposals​

Proposals generated for this opportunity. View, create, and track proposal documents sent to the prospect.

Contracts​

Contract records linked to this opportunity. Track contract status, terms, and signatures.

Invoices​

Invoices generated from this opportunity. Create invoices, track payment status, and view billing history. See Invoices Overview.

Activity​

A timeline of all interactions related to this opportunity — calls, emails, meetings, stage changes, and system events. See Activity Timeline.

Emails​

Email threads linked to this opportunity. Compose, reply, and forward emails in context.

Notes​

Free-text notes about the deal — meeting summaries, negotiation points, competitor intelligence, etc. See Notes & Documents.

Files​

Documents attached to this opportunity — proposals, contracts, presentations, RFPs, and supporting materials.

Tasks​

Tasks linked to this opportunity — follow-ups, demos, proposal reviews, contract preparation. Create tasks directly from this tab. See Tasks Overview.

Stage History​

A chronological timeline of every stage change the opportunity has undergone:

  • Stage name — which stage the opportunity moved to
  • Timestamp — when the change occurred
  • Duration — how long the opportunity spent in each stage
  • Changed by — which user moved it

This provides visibility into deal velocity and identifies where deals get stuck.

Screenshot: Stage History tab showing timeline of stage transitions with durations

Forecast​

Forecast-specific information for this opportunity:

  • Forecast Category — how the deal is classified for forecasting
  • Weighted Amount — amount multiplied by probability
  • Forecast History — changes to forecast category over time

See Forecasting for more details.

Adding Contact Roles​

Contact roles are critical for understanding who influences the deal. See the Contact Roles tab description above for step-by-step instructions.

Managing Line Items​

The Products tab provides full line-item management:

  • Add products from the catalog
  • Edit quantities, prices, and discounts
  • Remove line items
  • Reorder items by drag-and-drop
  • View subtotal, discount, tax, and grand total

Stage History Timeline​

The Stage History tab provides accountability and insights:

  • See which stages took the longest (potential bottlenecks)
  • Identify who moved the deal at each step
  • Understand deal velocity from creation to close
note

Stage history is automatically tracked by the system. Every stage change is recorded with no manual input required.