Glossary Term
What Is an Opportunity?
An opportunity is a specific deal for a specific contact, tracked through the stages of a pipeline. It represents a potential sale from the moment a lead expresses interest to the moment it is won or lost.
In Detail
Each opportunity is tied to a contact and a pipeline, and it moves through stages as the deal progresses.
Opportunities make it possible to measure conversion rates, track deal value, and trigger follow-up at each stage.
Related Terms
Frequently Asked Questions
What is the difference between a contact and an opportunity?+
A contact is a person; an opportunity is a specific deal for that contact, tracked through a pipeline.
Can one contact have multiple opportunities?+
Yes. A single contact can have multiple opportunities, each tracked through its own pipeline — useful when the same person has several ongoing deals or service requests.
When should an opportunity be marked lost?+
Mark an opportunity lost when the deal is clearly not proceeding, so reporting stays accurate and the contact can be routed to a re-engagement sequence instead of sitting open.
Does every lead need an opportunity?+
Not always. We create opportunities for genuine deals worth tracking, and keep early inquiries as contacts with nurturing until a real sales conversation begins.
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