• Switch between Board view (Kanban) and List view using the icons in the top right of the Opportunities screen.
• In Board view, click Manage Fields (top right) to choose up to 7 fields to display on each opportunity card.
• Available card fields include: contact name, email, phone, value, assigned owner, tags, custom fields, Smart Tags, and engagement score.
• Collapse inactive or low-priority stages to reduce clutter. Expand and resize active stages to see more cards at once.
• Stage layout is user-specific — your layout doesn't affect other team members' views.
• Layout preferences are saved in local storage — they persist in the same browser but won't carry over to a different device.

Every opportunity has a status separate from its pipeline stage. These apply globally and affect reporting.

• Open — Default. Active deal still in play.
• Won — Deal closed successfully. Triggers won-deal automations.
• Lost — Deal lost. You can add a lost reason. Triggers lost-deal re-engagement workflows.
• Abandoned — No longer being pursued. Different from Lost — useful for contacts who went silent.

• Drag and drop a card between stage columns to move it through the pipeline instantly.
• Click a card to open its detail view — edit any field, add notes, create tasks, log calls, attach documents.
• Change pipeline stage from the dropdown inside the card — or drag on the board.
• Update opportunity status (Open/Won/Lost/Abandoned) by dragging to the status bar at the bottom of the board view or using the dropdown inside the card.
• Mark as Lost to trigger a lost-reason prompt — capturing this data improves follow-up strategy over time.
• Add tasks and appointments directly to the opportunity — these also reflect on the contact record.
• Toggle Allow Opportunity to Move — when enabled, if a contact re-enters a workflow, the existing opportunity updates instead of creating a duplicate.

• From a form or survey: Open the form builder → Form Settings → select "Create Opportunity on submission" → pick the pipeline and stage → toggle Allow Opportunity to Move → Save & Publish.
• From a workflow: Add the Create/Update Opportunity action at any workflow step. Set the pipeline, stage, name, value, and status dynamically using merge tags.
• From a calendar booking: In Calendar Settings, connect a pipeline — every appointment booked auto-creates an opportunity in the stage you choose.
• From a Facebook Lead Ad: Lead form submission → workflow fires → Create Opportunity action → contact and deal land in the pipeline instantly.

• New Lead — Opportunity created in the last X days. Highlights fresh entries.
• High Value — Opportunity value above a set threshold. Prioritize big deals.
• Stale Deal — No activity or stage change for X days. Flags deals going cold.
• At Risk — Combination of stale + high value. Needs immediate attention.
• No Next Step — No task or appointment scheduled. Forces follow-up discipline.
• Unassigned Deal — No owner assigned. Ensures every deal has accountability.

• 🔴 Renewal Urgent — Custom field "Renewal Date" is within next 30 days AND status is Open.
• 🟢 Hot Lead — Opportunity Value > $5,000 AND stage is "Contacted" or "Appointment Booked".
• 🟡 Follow-Up Overdue — Custom field "Next Follow-Up Date" is in the past AND status is Open.
• 🔵 New This Week — Opportunity created in the last 7 days AND pipeline stage is "New Lead".
• 🟣 No Appointment — No appointment scheduled AND stage is "Follow-Up" AND last activity > 3 days.

• Opportunity Created — fires when a new opportunity is added. Use to: assign owner, send intro SMS, add to pipeline stage. Filter by pipeline, stage, or any custom field.
• Opportunity Status Changed — fires when status changes (Open → Won, Open → Lost, etc.). Use to: trigger won-deal onboarding, send lost-deal re-engagement, notify the team.
• Pipeline Stage Changed — fires when an opportunity moves to a specific stage. Use to: send stage-specific follow-up SMS, create tasks, update custom fields automatically.
• Opportunity Changed — broader trigger. Fires on any field update — value change, reassignment, custom field update, tag change. More flexible than stage or status triggers alone.
• Stale Opportunities — fires when no change has occurred for X days. Use to: alert assigned owner, auto-send a follow-up message, flag the deal for review.

• Create Opportunity — creates a new opportunity with specified pipeline, stage, name, value, status, and source. Use merge tags to populate fields dynamically.
• Update Opportunity — changes pipeline stage, status, value, assigned owner, or any custom field on an existing opportunity. Use to move deals automatically as workflows progress.
• Remove Opportunity — removes a filtered opportunity from a pipeline. Use carefully — typically for cleanup or when a contact re-enters a fresh funnel.
• If/Else on opportunity fields — branch your workflow based on opportunity value, stage, status, or any custom opportunity field. Enables highly targeted messaging.