Opportunity Tracking
What is an opportunity?
In Convertly CRM, every lead that is actively moving through your pipeline is an opportunity. There is no separate “opportunity” record — the lead itself serves this purpose, with stage and metadata indicating deal progress.
Tracking active opportunities
Filter your pipeline to see only active (non-closed) leads:
- In the Kanban view, leads in Closed Won and Closed Lost stages are visually distinct
- In the list view, use the Status filter and select “Active” stages to exclude closed leads
- The analytics dashboard shows active leads by stage as its default view
Opportunity fields
Relevant fields for tracking deal progress:
| Field | Purpose |
|---|---|
| Pipeline stage | Where the deal is in your process |
| Assigned to | Which rep owns this opportunity |
| Created date | When the lead entered the pipeline |
| Last activity | When the lead was last touched (note, stage change, or follow-up) |
| Notes | Free-text deal context, objections, next steps |
| Follow-ups | Scheduled next actions |
| Tasks | Outstanding work items on this lead |
Revenue forecasting basics
Convertly does not currently have weighted probability forecasting built in. However, you can approximate it using the pipeline analytics:
- View Leads by Stage in the Analytics dashboard to count deals at each stage
- Use your historical stage-to-close conversion rates to project how many will close
- Filter by date to see leads expected to close in a time window based on how long leads typically spend in late stages
For formal revenue forecasting, you can export lead data as CSV from the list view and analyze in a spreadsheet.
Stale opportunity management
A lead with no activity for an extended time is a risk signal.
Convertly can help automate this:
- Create an automation with trigger: Lead inactivity for N days → action: Send notification or Assign follow-up
- The follow-up queue surfaces leads that are past their follow-up date automatically
See Automations and Follow-ups for setup details.