The Opportunities tab is your sales dashboard: it centralizes all your leads, hot prospects, quotes, and deals in progress, and allows you to organize your sales follow-up from initial contact to closed sale.

What is the Opportunities tab used for?

• Clear visualization of your pipeline: each opportunity progresses from one stage to the next (e.g., New > Appointment scheduled > Quote sent > Won/Lost)

• Structure the sales process: track each deal precisely, including its amount, status, associated pipeline stage, and interaction history.

• Prioritization: focus on opportunities that are closest to closing or have high potential

• Collaboration & accountability: assign each opportunity to a team member or source for personalized follow-up

Key features

• Create and qualify new opportunities (manually or from an action/automation)

• Move opportunities from one stage to another using drag-and-drop ("kanban") or list mode

• Access each detailed opportunity record: amount, company, associated contact, status, notes, tasks, history, etc.

• Filter, search, and sort all opportunities by pipeline, stage, date, manager, source, etc.

• Bulk actions: modify multiple opportunities, add a note, follow up, change stage, etc.

• Automatic tracking of actions and status changes thanks to workflows

• Add custom fields to suit your process

• Dynamic reporting and statistics on pipeline value, conversion rate, progress stage, etc.

Why use the Opportunities tab?

• So you never forget anything: each sales lead is tracked from start to finish, with automated follow-ups if necessary

• To objectify your revenue forecasts (pipeline = future business)

• To improve performance: identify where the bottlenecks are, who your top closers are, and measure your success rates by stage/subtype

• To streamline teamwork, clarify who does what, and avoid information loss

CrocoClick tip

Define a clear pipeline that matches YOUR sales process, with as many stages as necessary but as simple as possible.

Use notes and tasks on each opportunity for flawless follow-up!

In summary: the Opportunities tab is the key tool for managing your sales business in CrocoClick.

Use it to convert as many prospects as possible into customers and boost your daily sales performance.