The Opportunities page is where you manage your deals and visualize your pipeline. This guide walks through what you’re seeing on this page, what each button does, and how to use the pipeline effectively as an individual user or as part of a team.
You can either read this article for step by step instructions, or scroll to the bottom of the page to watch the recorded training video walkthrough. Click here to go straight to the video.
What Are Opportunities?
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Opportunities are how you track deals inside your business.
Each opportunity represents a potential deal and lives inside a pipeline stage. This allows you to:
Track where deals are in your sales process
See how full each stage is
Identify stalled or aging deals
Forecast revenue based on deal amounts and stage percentages
The Opportunities page is where you manage all of this.
Top Navigation - Search, Create, Filters, and Pipelines
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At the top of the Opportunities page, you’ll find several key controls.
Search Opportunities
Use the search bar to quickly find opportunities by name.
This is helpful when you know the deal name but don’t want to manually scan your pipeline.
Create a New Opportunity
Click Create to manually add a new opportunity.
If creating from this page, make sure to associate the correct contact or account.
If you create an opportunity from a contact record, it will automatically link to that contact.
My Opportunities vs All
If something looks “missing,” check this dropdown first.
You may be viewing only your opportunities instead of all team opportunities.
This is often the reason a pipeline appears incomplete.
Switching Between Pipelines
You can have multiple pipelines in your account.
Common examples:
New business sales
Account management
Work orders or project tracking
Each pipeline has its own stages and its own set of opportunities.
Editing a Pipeline
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Click Edit Pipeline to customize:
Stage names
Stage order
Stage percentages
Stage criteria
Stage automations
Stage Percentages
Typically represent the percent chance of closing at that stage.
They also determine stage order.
For example, if one stage is 5 percent and the next is 25 percent, a new stage set to 15 percent will fall between them.
If percentages are not meaningful for your process, you can hide them and use them purely for ordering.
Stage Criteria
Add criteria to define when an opportunity should or should not be in a given stage.
This is helpful for teams to maintain consistency.
Stage Automations
Trigger actions when an opportunity enters a stage.
For example:
Send an email to the primary contact
Start an automation
Notify a team member
Board View vs Table View
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You can switch between two main views.
Board View
Visual, column-based layout.
Best for seeing the health of your pipeline at a glance.
Great for drag and drop movement between stages.
Table View
Spreadsheet-style layout.
Better for reviewing large amounts of data.
Useful when applying detailed filters or sorting by specific fields.
Each view has its strengths depending on what you’re trying to accomplish.
Card Layout - Customizing What You See
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Click Card Layout to control what appears on each opportunity card in Board View.
You can:
Add standard or custom fields
Remove fields
Reorder fields
Make cards more compact or more detailed
Showing Days in Current Stage
Under Standard Fields, you can enable Days in Current Stage.
When selected:
Each opportunity card will display how many days it has been in that stage.
This helps identify:
Stalled deals
Inefficient stages
Opportunities that may need follow-up
Deals that are wilting on the vine
For managers and sales teams, this is one of the most useful visibility metrics in the pipeline.
Filtering Opportunities
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Click Filter to narrow down opportunities based on specific criteria.
You can filter by fields such as:
Amount
Owner
Stage
Custom fields
And more
Example:
Filter opportunities with Amount greater than $11,000.
Save filters as filter views for future use.
Filters are especially powerful in Table View when you need to analyze specific subsets of your pipeline.
Working Inside the Pipeline
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Drag and Drop
Move opportunities horizontally between stages.
Reorder them vertically within a stage.
This makes it easy to manage deal flow in real time.
Open an Opportunity
Click any opportunity card to open the full record.
Click the linked contact to jump directly to the contact record.
Inline Editing
If a field is underlined or styled as editable:
Double-click to edit directly from the board.
Common examples:
Summary
Amount
You can quickly update deal values without leaving the pipeline view.
Reassign Ownership
Click the owner field to change who is responsible for the opportunity.
Especially helpful for teams or managers redistributing workload.
Quick Actions from the Opportunity Card
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Using the action menu on an opportunity card, you can:
Quick View the contact
Edit the contact
Send an email
Send a text if texting is enabled
You can also:
Open the contact
Navigate to Activity
Review recent communications
This is useful for:
Sales managers checking follow-up activity
Reps refreshing their memory before contacting a prospect
Quickly reaching out without leaving the pipeline
Video Walkthrough:
Transcript
Transcript
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hello everybody uh today we are going to
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walk through the opportunities page in
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VIP Cloud so this is going to be just an
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introduction to a single page with the
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goal of just letting you know what
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you're looking at what the buttons all
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do and how to how to use this page so
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this is our opportunities page which is
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where you'll find your pipeline and
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opportunities are how you can track
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basically deals that are taking place in
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your business and have a general sense
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of what your uh what's happening in your
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in your
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pipeline and uh yeah and then of course
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if you have any questions at all at any
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point you can feel free to throw them
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into the chat or the comments and of
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course you can always reach out to us uh
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uh afterwards too so we're going to jump
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over here and we're pretty much just
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going to start at the top and work our
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way down from here so first of all you
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are able to search your
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opportunities so for instance if I'm
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looking
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up here we go didn't quite get all the
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letters there but that's okay I'm able
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to find all my opportunities which match
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the name
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George and then coming over here this
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create button is where you can go to
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create a new
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opportunity now don't forget if you're
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doing it from here so I think often
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people create their opportunities from
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the contact page where uh or from a
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contact record where it's going to
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automatically know what contact this
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opportunity pertains to if you're doing
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it from here make sure you add the
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contact um if this is indeed relating to
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an individual or an account you can do
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right here
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now moving along you've got your filters
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so this is one area or or one one place
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where you want your eyes to go if you
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log in here and you're just thinking hey
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something is missing here it doesn't
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look right the first place you should go
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is right here because this is where you
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can find your filters where it might be
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my opportunities versus all in other
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words all the opportunities across the
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entire team or it might be filtered down
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further and we're going to jump into
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filter views a little bit later because
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that's where the filter button comes
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in next we've got our pipelines so you
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can have multiple pipelines in the
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system and typically these are used for
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say like account management versus a uh
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you know new business pipeline or you
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can even see right here too work orders
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are actually something that you can use
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pipelines for kind of project management
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basically
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and when you use different pipelines you
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can have completely separate stages and
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you'll have an entirely different set of
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opportunities that either exist in one
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pipeline or
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another now moving over here we got edit
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pipeline So speaking of having different
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stages this is where you can go to
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customize the various stages in your
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pipeline and you can do other cool
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things here too like rename it or high
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the stage
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percentages on opportunity card view
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that's what we're looking at right
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here and um and then of course you can
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add criteria or automations too like if
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you want to have an email automatically
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go to somebody when the uh when a an
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opportunity moves into a particular
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stage so we're just going to add a stage
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here really quickly
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so these percentages uh typically these
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uh the idea is to have them represent
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the percent chance of close uh that your
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deal has in a given given stage but
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these are also used to kind of put your
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pipeline stages in order so in other
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words if I want a a new pipeline stage
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to go between this back burner stage and
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this Prospect stage
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it needs to be between 5 and
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25% so I put this at the
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15% it then Pops in there and also if
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these percentages mean nothing to you
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other than just the order that's where
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this where this button comes in where
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you can just hide them all together and
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use them simply for a tool to order your
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stages and then you got this edit right
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here you can add criteria I'll show you
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what criteria looks like a little in a
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little bit but the idea is if you are on
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a team and you want your opportunities
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to you want to help people understand
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when an
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opportunity should or should not be in a
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given stage that's where you can add
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criteria and then you got automation
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right here as well where you can
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basically create an autoresponder that
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will
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trigger uh two of the primary contact of
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an opportunity when that enters that
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stage
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and I'll add some criteria here
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too all right let's move back to the
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pipeline right going to Opportunities
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there excellent so now we can see we've
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got this EX example stage that is
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here and you can also see this view
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stage criteria here we go on the admin
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this has been
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completed excellent so uh now you're
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able to you can reorient a pipeline
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between board View and table view so
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board view is what we are looking at
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right
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now table
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view you can order it just as a data
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table and this table view is better
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for each view type has its strength and
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weaknesses so the strengths of the table
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view is being is for taking a look at a
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large amount of data and it's better for
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certain kinds of filters if you're
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really just trying to filter down to one
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thing or another um you might try table
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view for for that board
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view is better for just a visual sense
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of how your pipeline is doing in its
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various stages if it's a little bit uh
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heavy uh in the early stages versus the
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late
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stages board view is helpful for
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that now card layout here is great for
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deciding what you're going to see on
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each individual card so as an example
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example right now we can see
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products uh from this pipeline view but
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maybe that's a little bit cluttering and
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we want to just have each of these cards
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be a little bit smaller so we can see
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more cards at a
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glance we click on card
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layout and now here we are able to
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either add additional
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fields we can reorder them so I think
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what I'll do to
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is I'm going going to switch the amount
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and the
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summary and I'm going to delete
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products hit
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okay now summary and amount are switched
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and we don't have products on there
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anymore so it's a little bit of a
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tighter display
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now filter is how you can filter your
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opportunities Down based on some
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criteria so I've already created a
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filter View
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uh for this example but you can just
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click on this to load up this Editor to
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create a new filter view where you can
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add various
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filters let's go down to amount over
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$11,000 so I click on
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that and now I'm able to see just the
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opportunities that meet that
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criteria and here's what a filter like
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that looks like
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all right now let's go back to my
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opportunities now we're going to go into
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this pipeline a little bit so first of
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all it is a drag and drop uh you you can
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drag and drop the opportunities to sort
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them or to move them to new
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stages and you can also drag and drop
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them vertically so you can order them in
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a whatever way is help for
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you next up when you are working with an
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opportunity itself first of all these
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are all clickable so if you want to go
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into an opportunity itself you can do
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that and same goes with being able to
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take a look at the the contacts as well
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now uh you can
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also uh double click on any of these
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like basically if you're hovering
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over um over an element like this ad
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summary or or amount where it's kind of
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italicized and you see those little
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score marks underneath it that means
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that you can double click on it to edit
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it so if I double click on this I can
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actually just Direct directly edit this
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opportunity or this field
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anyway uh from this view so
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um and I hit enter and I've now entered
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it same goes with the amounts too I
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could make this into
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a $500 deal like so or I can also click
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on this to change the owner of the
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opportunity too which is really helpful
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if if you are working on a team just
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being able to reassign an opportunity
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like like
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that another thing that's quite helpful
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from uh from this pipeline is being able
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to see how many days an opportunity has
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spent um in a stage so this really gives
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you an idea of if something is kind of
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wilting on the vine so as an example I
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can see this has spent 620 days in this
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particular stage which in this case
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might mean that it's a time to put this
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in the loss column but I can also then
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see over here that this one is brand new
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in this
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stage so this might help you with
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determining if a particular deal should
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be uh you know if somebody needs if
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somebody needs to reach out to a
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prospect because it's been quite a
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while now also you have some options
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under these buttons right here so if I
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click on this I can quick view to take a
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peek at this contact I can in one click
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open up an Editor to edit the contact
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and I can also email and if you have
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texting set up in your account you'll be
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able to you could you'll have an option
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there to text the
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contact so it's quite helpful to be able
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to take a little quick view add a
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contact if you need to refresh your
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memory if you're wondering what the deal
12:25
is with a particular deal or if you're a
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sales manager and you want to see if
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somebody has contacted somebody recently
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you can just click on that click on on
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activity and you'll be able to see
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what's been um what's recently happened
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with this
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contact and all right I believe that
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just about
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covers what we're uh looking at here so
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I think that's a nice little quick
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overview of
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pipelines and opportunities at least on
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this page in VIP Cloud so I help that I
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hope that helps answer any questions
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that you might have of course if you
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have any questions by all means reach
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out to us we'll be eager to help so hope
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you have a lovely rest