Can I customize the pipeline stages?

Yes. You can create, rename, recolor, reorder or delete stages, and set their outcome (open / won / lost). Deleting a stage that holds opportunities requires reassigning them to another stage.

How do I move an opportunity between stages?

By drag and drop in the Kanban view: the card changes stage immediately. You can also toggle between List and Kanban views.

Can I attach a training to an opportunity?

Yes. Each opportunity can reference one or more trainings from your catalog. This helps link the deal to the eventual session and invoicing.

Is the sales module visible to trainers?

No. The sales module (opportunities, quotes, invoices, funding) is restricted to the admin role.

Steer your opportunities

Track your deals in a Kanban pipeline with customizable stages, and link each opportunity to a company and a contact.

Updated on June 14, 2026 Read: 4 min

Opportunities materialize your live deals, from prospecting to close. The sales module is restricted to the admin role.

Prerequisites

Admin role.

1. Kanban view and stages

The pipeline displays as a Kanban (default view): one column per stage, with a deal counter and the sum of amounts. Toggle between List and Kanban views as needed.

Stages are customizable per organization:

Open Settings → Pipeline stages.
Create, rename, recolor, reorder or delete stages.
Set each stage’s outcome: open, won, or lost.

Tip: keep the pipeline simple, 4 to 6 stages is usually enough. Too many stages slows down daily updates.

2. Create an opportunity

Click New opportunity and fill in:

Title and amount
Stage (initial position in the pipeline)
Company and contact (via the search palette)
Training (optional link to your catalog)

3. Move opportunities through the pipeline

In the Kanban view, drag a card to the target column. The stage and its associated outcome update immediately.

Important: closing an opportunity as “won” does not automatically create a session or invoice. You must do that manually from the linked training.

What’s next?

Quotes and invoices : turn a won deal into a quote and invoice.
Manage client companies : maintain your company and contact directory.

Frequently asked questions

Can I customize the pipeline stages?: Yes. You can create, rename, recolor, reorder or delete stages, and set their outcome (open / won / lost). Deleting a stage that holds opportunities requires reassigning them to another stage.
How do I move an opportunity between stages?: By drag and drop in the Kanban view: the card changes stage immediately. You can also toggle between List and Kanban views.
Can I attach a training to an opportunity?: Yes. Each opportunity can reference one or more trainings from your catalog. This helps link the deal to the eventual session and invoicing.
Is the sales module visible to trainers?: No. The sales module (opportunities, quotes, invoices, funding) is restricted to the admin role.