Client.coffeeSuite.coffee
Pipeline and follow-up

Manage opportunities in the sales pipeline

Relate a real customer and contact, estimate value and move the deal through valid stages.

1 min readUpdated Aug 23, 2026

Keep each commercial deal related, valued and positioned in the stage that reflects reality.

Before you start

  • Confirm customer, contact and pipeline.
  • Agree the current amount and expected close date.
Client opportunity Kanban with commercial stages, cards, values and movement controls.
The board makes open work visible while every stage movement remains traceable.

Create a coherent opportunity

Select a pipeline, one of its stages, a shared customer and an optional contact belonging to that customer. Add amount, probability, expected close date and owner.

Move it on the board

Moving an opportunity records the previous stage, destination, actor and time. Use a won or lost outcome to close it; record the loss reason when it helps future review.

Keep financial scope clear

An opportunity amount is a commercial estimate with a currency snapshot. Winning it does not issue an invoice, create a payment or prove collected revenue.

Step by step

  1. Open Opportunities.
  2. Create or edit the deal with customer and contact.
  3. Set amount, probability, owner and expected date.
  4. Move the card when the commercial situation changes.
  5. Close as won or lost with useful context.

Final check

  • Contact belongs to the selected customer.
  • Stage and status are coherent.
  • A won deal was not mistaken for an invoice or payment.
Tip: Record a loss reason when it will improve qualification or pipeline design.