ProductCrm
Opportunities
User guide for Opportunities in the Numezis company portal.
Overview
Opportunities represent the commercial pipeline: stages, forecast, won/lost, and renewal/churn tracking.
Where in the app
/c/companies/:companyId/crm/opportunities/c/companies/:companyId/crm/opportunities/:opportunityId
Step-by-step
- Open CRM → Opportunities. (UAT-C-CRM-OPP-004)
- Create from a lead or account with expected value and close date. (UAT-C-CRM-OPP-005)
- Move stages on the kanban board. (UAT-C-CRM-OPP-001)
- Mark won or lost with reason codes for analytics. (UAT-C-CRM-OPP-002)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-CRM-RENEWAL-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-CRM-OPP-003)
Permissions and modules
CRM opportunity permissions.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
crm.opportunities.crud-and-list | CRM Opportunity CRUD and List | crm_deals | required | CRM Opportunity CRUD and List | high | UAT-C-CRM-OPP-004 |
crm.opportunities.kanban-and-forecast | CRM Opportunity Kanban View and Sales Forecast | crm_deals | optional | CRM Opportunity Kanban View and Sales Forecast | medium | UAT-C-CRM-OPP-005 |
crm.opportunities.lifecycle | Lead Opportunity Account Contract Lifecycle | crm_deals | optional | Lead Opportunity Account Contract Lifecycle | high | UAT-C-CRM-OPP-001, UAT-C-CRM-OPP-002 |
crm.opportunities.renewal-churn | CRM Opportunity Renewal and Churn Lifecycle | crm_deals | optional | CRM Opportunity Renewal and Churn Lifecycle | medium | UAT-C-CRM-RENEWAL-001 |
crm.opportunities.sales-project | Opportunity Sales Project Lifecycle | crm_deals | optional | Opportunity Sales Project Lifecycle | high | UAT-C-CRM-OPP-003 |