Sales
Sales runs your opportunities as a pipeline board by stage – from the first lead to the close – with a weighted forecast, activities per opportunity and a clear next step.
Live preview — real view with sample data
M26 · Sales
| Title | Customer | Value | Expected close |
|---|---|---|---|
| Service due | Entry 5 | Entry 2 | 07/06/2026 |
| Defect reported | Record 6 | Record 3 | 18/06/2026 |
| Handover ok | Item 7 | Item 4 | 29/06/2026 |
| Re-check | Entry 8 | Entry 5 | 10/07/2026 |
| Routine checked | Record 9 | Record 6 | 21/07/2026 |
Not a screenshot: the same interface you get in production.
What you do here
On the board you drag opportunities between the stages Lead, Qualified, Proposal, Negotiation, Won and Lost – the stage saves instantly. Use „New opportunity“ to capture title, customer, contact, value and the expected close date. The probability is proposed automatically from the stage (Lead 10%, Qualified 25%, Proposal 50%, Negotiation 75%) – you can override it. Use „Won“ and „Lost“ to close an opportunity while recording the close type or loss reason.
Next step & forecast
Every open opportunity should have a planned next activity – opportunities without a next step appear in the tab of the same name and in the metric above the list. Pipeline value and the weighted forecast (value × probability) are shown as totals above the list. Overdue close dates and due activities are highlighted, and the time of the last stage change shows how long an opportunity has been sitting.
Data protection & retention
Advertising by phone or email generally requires consent under German law (§ 7 UWG) – it is kept per person on the contact (Contacts module: consent and advertising objection). If lead data was not collected from the person directly (trade fair, list, research), record the information duty under Art. 14 GDPR. Unpursued leads follow a deletion policy; a won opportunity becomes a business letter to be retained under § 257 HGB / § 147 AO – both via the „Retain until“ field.
What's inside
- Pipeline
- Closings
- Opportunities
- Opportunity
- New opportunity
- Set stage
- Assign owner
- Won
- Lost
Fits together with
Other blocks from the same area.
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