Customer & sales
Sales opportunity
A tracked record representing a specific customer need for a product or service moving through the sales process.
How to use
Advance discussions by establishing requirements, lead origin, and the next concrete follow-up task.
Example
A web form requesting product specifications becomes an active opportunity requiring an introductory call.
Not to be confused with
A lead represents an interested party or inquiry; an opportunity is a qualified tracking record. Neither guarantees a completed sale.