Overview

Opportunities are records that represent a potential sale or deal at any point in your pipeline—from a brand‑new lead to an initial appointment. Each opportunity stores the prospect’s contact information, deal value, and historical notes, ensuring everyone on your team has context and can take action quickly. Opportunities move through stages inside a pipeline, reflecting real‑world progress toward a win. An opportunity is NOT the same as a contact record and can show and hold different information. Making changes to one does not automatically make changes to the other.

Key Benefits of Opportunities

Opportunities allow you to organize, automate, and forecast your sales in one place.

• Centralized Tracking: All notes, tasks, and communications live on the opportunity card, eliminating data silos.
• Stage‑Based Forecasting: Predict revenue by looking at how many deals sit in each stage and their expected values.
• Automation Triggers: Fire workflows when an opportunity is created, moves stages, or changes status—saving hours of manual work.
• Team Collaboration: Assign owners, tag teammates, and track activity history without endless email threads.
• Performance Reporting: Use the STRINGConnect dashboards and reports to see win rates and bottlenecks across clinicians or referral sources.

Pipeline Integration

Pipelines are visual workflow tools that show the progress of leads, deals, or customers from start to finish. Each opportunity moves through defined stages, helping teams understand what actions are needed and where items may be getting stuck.

A pipeline is made up of stages, with each stage representing a step in your sales or customer journey. Opportunities move from left to right as they progress through the pipeline.

Stages should be clearly defined and action-oriented so users know exactly when an opportunity should move forward.

Opportunity Status

• "Open", "Won", "Lost" and "Abandoned" are opportunity status which are present by default.