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 Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, reach out to your Customer Success Manager (CSM).
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.
Note: Assigning or changing the owner sends that employee an Opportunity Assigned notification by web, mobile push, or email, based on their notification preferences.
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.
When a customer closes a proposal through a link, the estimates are closed lost and the findings on them are updated to show the estimate was rejected.
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. Estimates created on a linked site visit roll up to these values.
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.
Findings: Lists every finding associated with the opportunity and the estimate that covers it. Shows the finding, its linked estimate, the source job, when it was created, who created it, and who added it to the opportunity.
Estimates: Click Add Estimate to open the estimate creation flow with the opportunity's findings carried over. Associate each finding with the appropriate estimate. Finding statuses update to follow the estimate they're attached to.
Opportunity Source (if applicable): Record on which the opportunity was created, such as a job, project, or site visit. Click the source name to open that record in a new tab.. Click the source name to open the associated record in a new tab.
Manage findings on an opportunity:
Add a finding to an opportunity to include work found at the same customer and location, instead of merging opportunities.
When you remove a finding from an opportunity, it's also removed from the associated estimate. You're asked to confirm whether to dismiss that estimate as well. The finding stays active on the property.
If you remove a finding from the estimate instead, the finding stays on the opportunity and the Findings table no longer shows a linked estimate for it.
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. For an opportunity created from a site visit, photos, videos, and documents added to that job appear here.
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.
