CRM glossary
What is an Opportunity?
A qualified potential sale with an estimated value, stage and expected close date. Also called a deal.
Definition
Opportunity: A qualified potential sale with an estimated value, stage and expected close date. Also called a deal.
Example
Brightline's $84,000 renewal-plus-expansion is an opportunity in the Proposal stage, expected to close next month.
Why it matters
Opportunities are the unit of the pipeline and the forecast.
Opportunity in MagicWand
Each deal carries a live health score from cross-channel signal.