The Opportunities page is where you manage your deals and visualize your pipeline. This article 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.

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:

At the top of the Opportunities page, you'll find several key controls.

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.

Click Create to manually add a new opportunity. If creating from a contact record, the opportunity will automatically link to that contact. If creating from this page, make sure to associate the correct contact or account manually.

If something looks missing, check this dropdown first. You may be viewing only your opportunities instead of all team opportunities. This is the most common reason a pipeline appears incomplete.

If your account has multiple pipelines, use the pipeline selector to switch between them. Each pipeline has its own stages and its own set of opportunities.

At the top of the Opportunities page, you'll see a row of summary badges showing Open, Won This Month, Lost This Month, and New This Month - each with a total dollar value and opportunity count. These give you a quick snapshot of pipeline health without needing to run a report.

Below the toolbar, each pipeline stage displays its own summary showing the number of opportunities, total value, percentage of the open pipeline, and average days in stage. This makes it easy to spot bottlenecks and see where deals are concentrating.

Click Edit Pipeline to access pipeline settings, manage stages, configure rotting thresholds, and control pipeline visibility. See Pipelines & Their Stages for a full walkthrough.

You can switch between two main views of your pipeline.

Visual, column-based layout. Best for seeing the health of your pipeline at a glance and for drag and drop movement between stages.

Spreadsheet-style layout. Better for reviewing large amounts of data or when applying detailed filters and sorting by specific fields.

Click Card Layout to control what appears on each opportunity card in Board View. You can add, remove, and reorder fields to make cards more compact or more detailed.

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, and opportunities that need follow-up.

Rotting indicators are visual cues on pipeline cards that flag opportunities with no recent activity.

Thresholds are configured in pipeline and stage settings. See Pipelines & Their Stages for setup instructions.

Click Filter to narrow down opportunities based on specific criteria such as amount, owner, stage, or custom fields. You can save filters as filter views for future use. Filters are especially useful in Table View when analyzing specific subsets of your pipeline. Learn more about filters here.

Move opportunities horizontally between stages or reorder them vertically within a stage.

Click any opportunity card to open the full record. Click the linked contact name to jump directly to that contact record.

Fields with a dashed underline can be double-clicked to edit directly from the board without opening the full record. Common examples include summary and amount.

Click the owner field on a card to change who is responsible for the opportunity. Useful for managers redistributing workload across a team.

Using the action buttons on an opportunity card, you can:

This lets you take action or review recent communications without leaving the pipeline.