Sales & funding
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 4, 2026
The sales module is restricted to the admin role. Opportunities (/opportunites) materialize your live deals, from prospecting to close.
Kanban view and stages
The pipeline displays as a Kanban (default view): one column per stage, with a counter and the sum of amounts. Move an opportunity between stages by drag and drop. A List ↔ Kanban toggle is available.
Stages are customizable per organization: create, rename, recolor, reorder, delete, and set the outcome (open / won / lost).
Link company and contact
Each opportunity links to a company and, where relevant, to the originating contact, via a search palette (no full list to scroll). Contacts are tied to a company by a real link, not free text.
Next step
Turn a won deal into a quote then invoice, and track funding in manage funding.
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.