Overview
"Opportunities in Scalendo represent potential sales or deals at various stages of the sales pipeline." They function as records tracking prospects from initial interest through contract signing, containing contact details, deal value, and historical notes.
What Are Opportunities?
In Scalendo, opportunities become active when a contact shows sales potential and is added to a pipeline. They enable teams to track progress through various sales stages while maintaining centralized information accessible to all team members.
Key Benefits
The platform offers five main advantages:
- Centralized Tracking - "All notes, tasks, and communications live on the opportunity card"
- Stage-Based Forecasting - Revenue prediction based on deal positioning and expected values
- Automation Triggers - Workflows activate when opportunities are created, moved, or status-changed
- Team Collaboration - Assignment, tagging, and activity tracking without email-dependent workflows
- Performance Reporting - Dashboard analytics showing win rates and process bottlenecks
Pipeline Integration & Stage Progression
Opportunities exist within pipelines comprising consecutive stages. "Customizable pipelines align with unique sales processes and business goals." Standard stages typically include Prospecting, Qualification, Proposal, and Negotiation.
Opportunity Status
Four default statuses exist:
- Open - "Actively being pursued and are still in progress"
- Won - Successfully converted to sales or contracts
- Lost - Unsuccessful conclusions where prospects chose competitors
- Abandoned - Neglected opportunities with no planned follow-up
Data Management