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Track opportunities and deal stages

Last updated on Jun 27, 2026

Manage your sales pipeline so no deal slips through the cracks.

Track opportunities and deal stages

  1. Open the Sales / Opportunities module.
  2. Create an opportunity and link it to a customer.
  3. Move it through stages as the deal progresses.

Tip: You'll be notified when an opportunity changes stage, so the whole team stays aligned.