We have made significant improvements to Opportunities in the new ProdPro Pipeline, adding flexibility, customization, and faster ways to manage your sales workflow.
This article walks through how to create, view, and customize opportunities.
Creating Opportunities
You can now create opportunities from multiple places throughout Pipeline:
From the Actions column on the Productions page
From the Opportunities tab on a Production detail page
From a Company detail page
Directly from the Opportunities page
This allows you to add opportunities wherever it makes the most sense in your workflow.
Viewing Opportunities
On the Opportunities page, you will now see all open opportunities by default.
In the top right corner, use the dropdown to toggle between:
My Opportunities
All Opportunities
Won
Lost
This makes it easy to focus on just what you need at any given time.
Custom Opportunity Stages
You can now create and manage your own opportunity stages.
To customize stages:
Go to Account
Select My Team
Open the Sales Stages tab
From here, you can:
Rename stages
Assign color indicators
Change the sort order
Set a percentage to close for each stage
These settings apply across your team and help standardize your sales process.
List View and Kanban View
On the Opportunities page, you can switch between two views:
List View
Choose which columns are displayed
Rearrange columns to match your workflow
Kanban View
View opportunities by stage
Drag and drop opportunities between stages to quickly update status
Filtering and Custom Views
Click on any stage name to view only opportunities in that stage.
You can further refine what you see using filters. Filters can be saved and used to create custom widgets on your Home page for quick access.
Tasks and Next Steps
If your company used the Next Steps field in the legacy Pipeline, those entries have been converted into Tasks in the new Pipeline.
You can manage tasks in several places:
From the Tasks page, where you can mark tasks as completed, update due dates, or reassign them to other team members
Directly from an Opportunity detail page
From the list view on the Opportunities page
Need Help?
If you have questions or need help customizing your opportunities in the new Pipeline, contact our team at support@prodpro.com.