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Work your pipeline

See every open opportunity by stage on the Pipeline board or as a list, and move deals forward.

Pipeline & opportunitiesUpdated 3 min read

Open Opportunities in the sidebar. It has three tabs: List, Pipeline and Quotes.

Pipeline shows every open opportunity by the stage it's in. Drag a card to move it forward.

The Pipeline board with opportunities grouped by stage.

List shows the same deals as a list. Filter it by stage, search by name, and sort by Closing soonest, Highest value or Name A–Z. Above the list, the Forecast group shows Open opportunities, Open value and Won.

The Opportunities list with open opportunities, open value and won totals above the list.

Inside an opportunity

The opportunity shows its stage, value, expected close date and next step, together with its company, contact, activity and tasks. Select a stage on the stage bar to move it.

An opportunity with its value, stage bar, company, primary contact, recent activity and current work.

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Products and price lists

Keep your product catalogue and what each product costs per currency, with prices counted each, per hour, per day or as a fixed fee.

Price an opportunity from products

Build an opportunity's value from products, quantities and discounts, calculated by EVORIV instead of typed by hand.

Create, send and track a quote

Turn a priced opportunity into a quote, send it as a secure link, and see when the customer views, accepts or declines it.

Close an opportunity as won or lost

Record the outcome of a deal, and why you lost when you did, so your win rate and history stay accurate.