{"id":361,"date":"2026-03-07T10:21:54","date_gmt":"2026-03-07T10:21:54","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&#038;p=361"},"modified":"2026-03-13T06:13:32","modified_gmt":"2026-03-13T06:13:32","password":"","slug":"understanding-opportunities-in-onesystem","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/docs\/understanding-opportunities-in-onesystem\/","title":{"rendered":"Understanding Opportunities in onesystem"},"content":{"rendered":"<h2 id=\"What-Are-Opportunities?\" dir=\"ltr\" data-pm-slice=\"1 1 []\"><strong>What Are Opportunities?<\/strong><\/h2>\n<p dir=\"ltr\">Opportunities are records that represent a potential sale or deal at any point in your pipeline\u2014from a brand\u2011new lead to a signed contract. Each opportunity stores the prospect\u2019s contact information, deal value, and historical notes, ensuring everyone on your team has context and can take action quickly. Opportunities move through stages inside a pipeline, reflecting real\u2011world progress toward a win.<\/p>\n<p dir=\"ltr\"><span dir=\"ltr\"><strong>Note:<\/strong> In Onesystem, a contact becomes an opportunity when there&#8217;s a prospect of a sale or deal associated with that contact and it is added to a sales pipeline.\u00a0<\/span><\/p>\n<hr \/>\n<h2 id=\"Key-Benefits-of-Opportunities\" data-pm-slice=\"1 1 []\"><strong>Key Benefits of Opportunities<\/strong><\/h2>\n<p dir=\"ltr\">Opportunities allow you to organize, automate, and forecast your sales in one place.<\/p>\n<ul data-spread=\"false\">\n<li>\n<p dir=\"ltr\"><strong dir=\"ltr\">Centralized Tracking:<\/strong> All notes, tasks, and communications live on the opportunity card, eliminating data silos.<\/p>\n<\/li>\n<li>\n<p dir=\"ltr\"><strong dir=\"ltr\">Stage\u2011Based Forecasting:<\/strong> Predict revenue by looking at how many deals sit in each stage and their expected values.<\/p>\n<\/li>\n<li>\n<p dir=\"ltr\"><strong dir=\"ltr\">Automation Triggers:<\/strong> Fire workflows when an opportunity is created, moves stages, or changes status\u2014saving hours of manual work.<\/p>\n<\/li>\n<li>\n<p dir=\"ltr\"><strong dir=\"ltr\">Team Collaboration:<\/strong> Assign owners, tag teammates, and track activity history without endless email threads.<\/p>\n<\/li>\n<li>\n<p dir=\"ltr\"><strong dir=\"ltr\">Performance Reporting:<\/strong> Use the OneSystem dashboards and reports to see win rates and bottlenecks across reps or products.<\/p>\n<\/li>\n<\/ul>\n<hr \/>\n<h2 id=\"Pipeline-Integration\" dir=\"ltr\" data-identifyelement=\"566\"><strong dir=\"ltr\">Pipeline Integration<\/strong><\/h2>\n<p data-identifyelement=\"569\"><img decoding=\"async\" class=\"fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155020372209\/original\/ufDgfmjSfn56cxIYfQBelzrZpixX4hoQFw.png?1707819016\" alt=\"ewdwedwedwedwed\" data-id=\"155020372209\" data-attachment=\"[object Object]\" data-identifyelement=\"570\" data-index=\"0\" \/><\/p>\n<ul data-identifyelement=\"571\">\n<li dir=\"ltr\" data-identifyelement=\"572\">Opportunities are managed within pipelines which in turn are series of consecutive stages.<\/li>\n<li dir=\"ltr\" data-identifyelement=\"573\">Customizable pipelines align with unique sales processes and business goals.<\/li>\n<\/ul>\n<p dir=\"ltr\" data-identifyelement=\"574\">Learn more about pipelines\u00a0<a href=\"https:\/\/gohighlevelassist.freshdesk.com\/a\/solutions\/articles\/155000001982?portalId=48000045315\" data-identifyelement=\"575\" target=\"_blank\" rel=\"noopener\">here<\/a><\/p>\n<hr \/>\n<h2 id=\"Stage-Progression\" class=\"ql-heading\" dir=\"ltr\" data-block-id=\"block-6ee78072-7027-4dfa-8218-fcc725d845d5\" data-identifyelement=\"578\">Stage Progression<\/h2>\n<p class=\"ql-heading\" dir=\"ltr\" data-block-id=\"block-6ee78072-7027-4dfa-8218-fcc725d845d5\" data-identifyelement=\"578\"><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155020372490\/original\/qp1LVFyrVSQhXtRhp7zWXQv8-_yj4VqnAQ.png?1707819216\" data-attachment=\"[object Object]\" data-id=\"155020372490\" data-identifyelement=\"579\" data-index=\"1\" \/><\/p>\n<ul data-identifyelement=\"580\">\n<li dir=\"ltr\" data-identifyelement=\"581\">Opportunities advance through pipeline stages, signifying their position in the sales cycle.<\/li>\n<li dir=\"ltr\" data-identifyelement=\"582\">Stages typically include &#8220;Prospecting,&#8221; &#8220;Qualification,&#8221; &#8220;Proposal,&#8221; and &#8220;Negotiation&#8221;<\/li>\n<\/ul>\n<hr \/>\n<h2 id=\"Opportunity-Status\" dir=\"ltr\" data-identifyelement=\"585\"><strong>Opportunity Status<\/strong><\/h2>\n<p data-identifyelement=\"586\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155020570070\/original\/5EERasDNqT965pO4NyAXiysjOOiq0spemA.png?1707934992\" data-attachment=\"[object Object]\" data-id=\"155020570070\" data-identifyelement=\"587\" data-index=\"2\" \/><\/p>\n<ul data-identifyelement=\"588\">\n<li dir=\"ltr\" data-identifyelement=\"589\">&#8220;Open&#8221;, &#8220;Won&#8221;, &#8220;Lost&#8221; and &#8220;Abandoned&#8221; are opportunity status which are present by default.<\/li>\n<li class=\"tdfocus-1715289317121\" dir=\"ltr\" data-identifyelement=\"590\">An opportunity can be in one of the four statuses and we can use these to prepare filters for the same.<\/li>\n<\/ul>\n<ol>\n<li>\n<h4 id=\"Open:\u00a0Opportunities-with-the-&quot;Open&quot;-status-are-actively-being-pursued-and-are-still-in-progress.-These-opportunities-represent-potential-deals-that-have-not-yet-been-won,-lost,-or-abandoned-and-are-still-viable-for-conversion.\" dir=\"ltr\"><strong dir=\"ltr\">Open:\u00a0<\/strong>Opportunities with the &#8220;Open&#8221; status are actively being pursued and are still in progress. These opportunities represent potential deals that have not yet been won, lost, or abandoned and are still viable for conversion.<\/h4>\n<\/li>\n<li>\n<h4 id=\"Won:\u00a0The-&quot;Won&quot;-status-indicates-that-the-opportunity-has-been-successfully-converted-into-a-sale-or-deal.-This-status-is-applied-when-the-lead-has-made-a-purchase-or-signed-a-contract,-resulting-in-revenue-generation-for-the-business.\" dir=\"ltr\"><strong dir=\"ltr\">Won:\u00a0<\/strong>The &#8220;Won&#8221; status indicates that the opportunity has been successfully converted into a sale or deal. This status is applied when the lead has made a purchase or signed a contract, resulting in revenue generation for the business.<\/h4>\n<\/li>\n<li>\n<h4 id=\"Lost:\u00a0Opportunities-with-the-&quot;Lost&quot;-status-represent-deals-that-have-been-unsuccessfully-concluded.-This-status-is-applied-when-the-lead-decides-not-to-move-forward-with-the-purchase-or-chooses-a-competitor's-offering.\" dir=\"ltr\"><strong dir=\"ltr\">Lost:\u00a0<\/strong>Opportunities with the &#8220;Lost&#8221; status represent deals that have been unsuccessfully concluded. This status is applied when the lead decides not to move forward with the purchase or chooses a competitor&#8217;s offering.<\/h4>\n<\/li>\n<li>\n<h4 id=\"Abandoned:\u00a0The-&quot;Abandoned&quot;-status-indicates-that-the-opportunity-has-been-neglected-or-disregarded,-either-by-the-lead-or-by-the-sales-team.-This-status-is-applied-when-there-is-no-further-action-or-follow-up-planned-for-the-opportunity,-and-it-is-effectively-removed-from-active-consideration.\" dir=\"ltr\"><strong dir=\"ltr\">Abandoned:\u00a0<\/strong>The &#8220;Abandoned&#8221; status indicates that the opportunity has been neglected or disregarded, either by the lead or by the sales team. This status is applied when there is no further action or follow-up planned for the opportunity, and it is effectively removed from active consideration.<\/h4>\n<\/li>\n<\/ol>\n<p class=\"tdfocus-1715289314942\" dir=\"ltr\">Learn more about Opportunity Statuses\u00a0<a href=\"https:\/\/help.gohighlevel.com\/en\/support\/solutions\/articles\/48000982199-editing-opportunities-statuses\" target=\"_blank\" rel=\"noopener noreferrer\">here<\/a><\/p>\n<hr \/>\n<h2 id=\"Data-Management\" dir=\"ltr\" data-identifyelement=\"593\"><strong dir=\"ltr\">Data Management<\/strong><\/h2>\n<div class=\"ql-block\" dir=\"ltr\" data-block-id=\"block-0d78df87-c4a3-4752-a2a3-e2484207478e\" data-identifyelement=\"594\"><img decoding=\"async\" class=\"fr-fil fr-dib fr-bordered fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155020372735\/original\/Xq19MtRGHkZ0pA2sn5V8IJ5xtX9Yl1cILQ.png?1707819344\" data-attachment=\"[object Object]\" data-id=\"155020372735\" data-identifyelement=\"595\" data-index=\"3\" \/><\/div>\n<ul data-identifyelement=\"596\">\n<li dir=\"ltr\" data-identifyelement=\"597\">Robust data management within opportunities tracks opportunity source, contact details, opportunity value, and notes.<\/li>\n<li dir=\"ltr\" data-identifyelement=\"598\">Users can also streamline communication and task assignment under Opportunity &#8211; linked contacts, enhancing workflow efficiency and timely engagement.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>What Are Opportunities? Opportunities are records that represent a potential sale or deal at any point in your pipeline\u2014from a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[38,16],"doc_tag":[],"class_list":["post-361","docs","type-docs","status-publish","hentry","doc_category-introduction-to-opportunities","doc_category-pipelines-opportunities"],"year_month":"2026-09","word_count":480,"total_views":"41","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Introduction to Opportunities","term_url":"https:\/\/onesystemcrm.com\/help\/docs-category\/introduction-to-opportunities\/"},{"term_name":"Pipelines &amp; Opportunities","term_url":"https:\/\/onesystemcrm.com\/help\/docs-category\/pipelines-opportunities\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/361","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=361"}],"version-history":[{"count":2,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/361\/revisions"}],"predecessor-version":[{"id":506,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/361\/revisions\/506"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=361"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=361"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=361"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}