Overview
The opportunity drawer provides a detailed view of a selected opportunity. It includes key information such as customer details, estimate values, follow-up activity, and related records: all accessible in one place.
Who uses this feature
Administrators, managers, sales managers, and customer service representatives (CSRs)
Primarily benefits Commercial Service and Replacement business types
Applies to all trades
Feature configuration
This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
View Opportunities drawer
To open the opportunity drawer, click any opportunity on the table. The drawer includes:
Name of the opportunity: Click Edit
to change the name.Customer name: When clicked, opens the customer record on a new tab.
Location name: When clicked, opens the location record on a new tab.
Owner: Employee who is in charge of the opportunity. Click the name to select an employee from the list.
Pipeline tag: Pipeline the opportunity is created from: Job, Service Agreement, or Project.
Business Unit: Business Unit the opportunity is attached to.
Stage: Shows where the opportunity is in the sales cycle, such as New, Qualify, Purpose, Follow Up, and Close. Stage movements happen manually or through automation triggered by system updates.
You can manually move an opportunity:
New → Qualify, after confirming initial lead details.
Propose → Follow Up, when a proposal has been sent, and you are waiting for a response.
Tip: To move the opportunity, click the desired stage.
Automated stage movements:
An opportunity automatically moves to Propose when an estimate or Service Agreement draft is created.
An opportunity automatically moves to Closed Lost when a single estimate is dismissed, or to Closed Won when a single estimate is sold, or the service agreement is accepted.
Update a Lost reason: Select a Lost reason when closing an opportunity to indicate why the deal was not won. This can be done when you manually close the opportunity, or after it is automatically closed. Click Closed Lost > Click Edit
> from the pop-up that opens, select a Lost Reason > click Save.
Reopen opportunity: Reopen Closed opportunities without creating a duplicate record by clicking Close > Reopen.
Tip: Click View workflows to learn more about each stage and the requirements that trigger the opportunity to automatically move through the pipeline.
The opportunity drawer includes 5 tabs:
Overview tab
Shows information about:
Quoted Value: Highest estimate value. Hover over to view:
Sold Value: Value of the estimate that was sold. If multiple estimates are sold, the Sold Value reflects their total sum.
Quoted Value: Highest quoted value of all estimates in the opportunity.
Ballpark Value: Initial estimate value before the formal proposal.
Est. Close Date: Expected date when the opportunity is closed. Click the date to update it. This is useful for forecasting purposes.
Probability: Default win probability based on stage.
Est. Margin: Estimated margin is derived from the highest-value quote linked to the opportunity.
Age: Duration the opportunity has been in the sales pipeline.
Summary: Description of the opportunity.
Open Tasks: Any task that needs a follow-up. Click Add Task+ to create a new task.
Last Activity: Any Call, Email, Meeting, or Note description. Click Add Note or Log Activity to enter notes or any activities, such as calls, emails, or meetings.
Quotes: Includes the Status, Name, and Amount of estimates or service agreements.
Opportunity Source (if applicable): Record on which the opportunity was created, such as a job or project. Click the source name to open the associated record in a new tab.
Contacts tab
Shows all the contacts associated with the Customer and Location record. Here you can:
Hover over the contact to Call, Email, or Chat.
Click View all contacts to open the Contact Hub.
Tip: Go to the navigation bar and click CRM > Contacts to open the Contact Hub directly.
Tasks tab
Complete tasks by clicking the square.
Click Add Task + to create a new task.
Attachment tab
Shows all uploaded documents, photos, and videos.
Click Upload Attachments to add an attachment.
Note: All types of media, such as photos, videos, and documents, are supported for uploading.
Use the Type and Name & Creation Date filters to find the specific attachment.
Activity tab
Shows the history of all manual activities, including calls, emails, notes, and tasks, with the newest activities at the top of the list. Here you can:
Click Add Note or Log Activity to add a new note or activity.
Use the Type and Creator filters to find the specific activity and employee.
