An opportunity is a CRM record that tracks a potential sale for either a prospect or an existing customer.
What opportunities are for
Use opportunities to track deal value, stage, probability, expected close date, assigned owner, and follow-up activity. Opportunities can be linked to a prospect or to an existing customer.
Screen path
Dashboard > CRM > Pipeline > select an opportunity
Opportunities can also be created from prospect or customer detail screens when the workflow starts from one company record.
Opportunity fields
| Field | Purpose |
|---|---|
Opportunity Name |
Required name for the opportunity. |
| Company type | Either prospect or existing customer. |
| Prospect or customer | The company linked to the opportunity. |
Stage |
Current pipeline stage. |
Probability |
Percentage chance tied to stage and editable from detail. |
Estimated Value |
Expected deal value. |
Expected Close Date |
Planned close date. |
Assigned To |
User responsible for the opportunity. |
Lead Source |
Source of the opportunity. |
Description |
Additional context. |
Opportunity detail
The opportunity detail screen shows the company, stage, probability, estimated value, expected close date, assigned user, lead source, created date, description, and activity timeline.
Use Edit to update opportunity details. Use Add Activity to log an activity or schedule a follow-up tied to the opportunity.
Incomplete activities in the timeline can be completed from the opportunity detail view.
What happens behind the scenes
PAX stores opportunities separately from quotes and Sales Orders. Changing an opportunity stage does not automatically create a quote, order, invoice, shipment, or accounting entry.
An opportunity must be linked to exactly one company: either a prospect or a customer.
When an activity is created with an opportunity selected, PAX links the activity to the same customer or prospect as the opportunity.
Troubleshooting
I cannot add an opportunity without a company
Likely cause: Opportunities must belong to either a prospect or a customer.
Safe fix: Create or select the correct prospect or customer first.
Contact support if: The company exists but cannot be selected.
The wrong probability appears after a stage change
Likely cause: Stage changes set the default probability for that stage.
Safe fix: Open the opportunity detail and edit the probability if the default does not match the deal.
Contact support if: Probability changes do not save.
Activity history is missing
Likely cause: The activity may not be linked to the opportunity.
Safe fix: Open the activity from Tasks and confirm the opportunity link.
Contact support if: The activity is linked correctly but still does not appear.