> ## Documentation Index
> Fetch the complete documentation index at: https://docs.outfiqe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The sales board

> Track each sale your team is working on, stage by stage, until it's won or lost.

An [opportunity](https://docs.outfiqe.com/glossary.md#opportunity) is a sale you're working on: a shop that might stock your range, a big order from a company, a collaboration with a muse. The **Sales board** shows every opportunity as a card, in columns for each stage.

## Reading the board

Each column is a stage. The number at the top is how many cards are in it. To start with, the stages are **Lead**, **Contacted**, **Negotiating**, **Won** and **Lost**.

Each card shows the opportunity's title, its value, who it's with, who on your team looks after it, and how long it's been in this stage.

![The Sales board with Lead, Contacted, Negotiating and Won columns, each with opportunity cards showing a title, value, partner and owner, and a Move to menu on each card](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/sales-board.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=cb9e60320687d9953e1b316c915f7b3e)

Move a card along as the conversation moves forward.

At the top of the board:

* **Stuck for 14+ days** shows only the cards that haven't moved in two weeks, so nothing goes quiet without anyone noticing.
* **All owners** narrows the board to one person's cards.
* **Export CSV** downloads every opportunity as a spreadsheet.

## Add an opportunity

**1. Open the form**

Choose **New opportunity** on the board, or from **Quick actions** on **Overview**.

**2. Fill it in**

Give it a **Title** that says what the sale is, like "Summer linen restock". Pick the **Stage**, enter the **Value (Rs.)** you expect it to be worth, and, if a muse is involved, search for them under **Partner**.

**3. Save**

Choose **Create opportunity**. It appears on the board in the stage you picked.

![The New opportunity window with a title, the Lead stage, a value of 60000 and a partner search box, and the Create opportunity button](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/new-opportunity.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=6b9ea0d6f1a05de62b106e9b5b656597)

A clear title makes the card easy to find on a busy board.

## Move an opportunity along

When the conversation moves forward, move the card. Either drag it into the next column, or pick the stage from **Move to** on the card.

Moving a card to **Won** or **Lost** closes it. Won opportunities count towards **Won value** on **Overview** and in **Reports**.

## Change the stages

If your sales work differently, change the columns to match.

**1. Open the stage editor**

Choose **Edit stages** at the top of the board.

**2. Add, reorder or remove**

Type a **New stage name** and choose **Add**. Use the arrows to put stages in order, and the cross to remove one.

**3. Finish**

Choose **Done**.

![The Edit sales stages window listing Lead, Contacted, Negotiating, Won and Lost with arrows and remove buttons, a New stage name box and Add button, and Done](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/edit-stages.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=f6bfa59bdc075912f1fb5b30733557aa)

Won and Lost are marked, because they close an opportunity.

## An opportunity's page

Choose a card's title to open it. **About this opportunity** shows its stage, the result so far, the expected value, when it's expected to close, who looks after it, and when it was opened. Choose **Edit** to change any of these.

Below that are the people linked to it, their other opportunities, tickets and open tasks, and the **Timeline** of calls, messages and notes. See [tasks and the timeline](https://docs.outfiqe.com/crm/tasks.md).

![An opportunity's page with About this opportunity showing stage, result so far, expected value, expected close date and owner, plus linked opportunities and open tasks](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/opportunity-detail.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=9140037bc10621f229dc4a8f283e1cb3)

Everything about one sale in one place.


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