TAU CRM
Opportunities (Pipeline)
How to manage your sales pipeline with the opportunities Kanban.
Opportunities (Pipeline)
The Opportunities section is the heart of TAU CRM — a visual pipeline where you track every deal from the first contact through to close.
Kanban view
Opportunities are organized in columns (stages). Drag cards between columns to update the deal status.
Default stages
| Stage | Meaning |
|---|---|
| New | Newly identified lead |
| Screening | Initial qualification in progress |
| Meeting | Meeting scheduled or completed |
| Proposal | Proposal sent |
| Customer | Customer — deal closed |
| Churned | Lost customer |
You can rename, reorder, or add stages in Settings → Pipeline.
Create an opportunity
- Go to Opportunities
- Click + New Opportunity
- Fill in: Name, Value, Company, Contact, Initial stage
- Click Create
Opportunity fields
| Field | Description |
|---|---|
| Name | Opportunity identifier |
| Value | Estimated deal value ($) |
| Stage | Current stage in the pipeline |
| Company | Related company |
| Contact | Point of contact |
| Probability | Likelihood of closing (%) |
| Close date | Expected closing date |
List view and filters
Switch between Kanban and List (icons in the top-right corner). Use filters to view opportunities by stage, owner, or date.
Related activities
Inside each opportunity, log:
- Notes — notes about the deal
- Tasks — follow-ups with due date and owner
- Meetings — log of calls and meetings