Opportunities
- Home
- Zaris Features
- Opportunities
Track every deal in one organized dashboard.
ZARIS Opportunities is the structured pipeline for every active deal stage, amount, lead source, expected close date and assignee on a single screen. Triage from Quick View, edit on the fly, and reach the complete deal profile in one click.
From prospect to closed-won
Color-coded pipeline
Every deal is tagged with a Sales Stage and Lead Source pill, so the team can read the table in seconds Prospecting, Needs Analysis, Proposal, Won, Lost.
One-click stage actions
Mark as Won, Mark as Lost or Send Quote directly from Quick View — no need to open the full record to advance a deal.
Comprehensive deal profile
Detail View links contacts, organizations, quotes, sales orders, invoices and activities every conversation lives next to the deal.
Track every deal in one organized dashboard
The Opportunities page shows every deal in a structured table. Filter by stage, value or assigned sales rep to monitor progress at a glance, prioritise high-value deals and keep the pipeline focused.
- Unified view of all opportunities with deal stage, amount, and closing date.
- Advanced filtering and sorting to track sales pipeline efficiently.
- Bulk actions for assigning, updating, or closing opportunities faster.
Instant Access to Deal Insights
Quick View opens straight from the row and gives sales reps an instant summary of any opportunity stage, value, expected close date and assignee without loading the full record. Perfect for pipeline reviews and stand-up updates.
- Preview opportunity stage, potential value, and expected closing date instantly.
- Access recent activities and linked contacts at a glance.
- Save time with fewer clicks and faster insights.
Row actions: Details, Edit, Delete
The ⋮ menu on every deal row offers fast triage: open Details, launch Quick Edit, or Delete with confirmation.
Update deals without disrupting your workflow
Quick Edits and Quick Create let users adjust opportunity fields stage, amount, ownership, expected close directly from the list or quick panel. Perfect for fast pipeline updates during meetings.
- Edit opportunity details like stage, amount or ownership instantly.
- Perfect for fast pipeline updates during sales meetings.
- Save time with fewer clicks and faster insights.Improves data accuracy and saves time across the team.
Comprehensive deal profiles for smarter sales decisions
Detail View opens the full account behind a deal client details, communications, activities, related quotes, sales orders and invoices. Use it to nurture relationships and forecast the pipeline accurately. Quick actions like Add Contact, Create Deal and Send Proposal live right at the top.
- Detailed view of opportunity data, from stage and amount to probability.
- Linked information with contacts, organizations, activities and notes.
- Helps sales reps strategize and forecast accurately.
Detail View Summary
The Detail View in the Opportunities module provides a complete overview of each sales opportunity, helping teams track progress and make informed decisions. Every important signal lives in a single structured layout.
Key Fields
Essential details such as Opportunity Name, Stage, Assigned To, Expected Close Date and Value.
Progress Bar
Visual indicator of the current stage of the opportunity within the sales pipeline.
Activities
Related calls, meetings and follow-ups that keep the sales cycle moving forward.
Documents
Attach and manage proposals, contracts or related files directly within the record.
Comments
Collaborate with team members by adding notes, updates or feedback inline.
Benefits of the Opportunities module
A color-coded pipeline, instant Quick View and a comprehensive deal profile combine to keep every rep focused on the deals that matter.
Pipeline visibility
Every deal stage, source, amount and owner sits in one structured table for the whole team to read at a glance.
Faster pipeline updates
Quick Edit and Quick Create keep the pipeline accurate without breaking flow, even during a live sales meeting.
Smarter sales decisions
Connected contacts, organizations, quotes, sales orders and activities help reps strategize and forecast accurately.
