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CRM & sales

Track an opportunity in the pipeline

Updated on 2026-04-24

Opportunity pipeline

The pipeline is a Kanban board: drag cards across Discovery → Qualification → Proposal → Negotiation → Won.

Each card shows:

  • Forecast amount (FCFA, EUR or USD)
  • Win probability
  • Expected close date
  • Assigned rep

The weighted revenue at the top is computed as amount × probability.