Opportunities are the deals in your pipeline. You track them on a board, move them through stages, and Leadey forecasts what is likely to close.

Create an opportunity

Open a lead and select Convert to opportunity. The deal then appears in your pipeline with a value and a stage.

Work the board

Go to Opportunities. Use the Board view to drag deals between stages, such as Demo Booked, Proposal Sent, Negotiation, Won, and Lost. Switch to List view for a table of every deal.

Read the forecast

The cards at the top show your open pipeline value, your weighted value (each deal multiplied by its probability), deals won this month, and your win rate. This gives you a realistic view of what is coming, not just the headline total.

Set up your stages

You can customise your pipeline stages and their win probabilities under Settings, then Pipelines.